Lowe Wealth Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86.7K | Hold |
248
| – | – | 0.03% | 112 |
|
|
2025
Q2 | $82.4K | Hold |
248
| – | – | 0.03% | 109 |
|
|
2025
Q1 | $64.1K | Hold |
248
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $70.9K | Hold |
248
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $66.6K | Hold |
248
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $68.3K | Hold |
248
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $72.3K | Hold |
248
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $77K | Hold |
248
| – | – | 0.04% | 86 |
|
|
2023
Q3 | $70.9K | Hold |
248
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $81.7K | Hold |
248
| – | – | 0.04% | 86 |
|
|
2023
Q1 | $72.8K | Hold |
248
| – | – | 0.04% | 85 |
|
|
2022
Q4 | $63.9K | Hold |
248
| – | – | 0.04% | 90 |
|
|
2022
Q3 | $53K | Hold |
248
| – | – | 0.03% | 89 |
|
|
2022
Q2 | $49K | Hold |
248
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $69K | Hold |
248
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $87K | Hold |
248
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $73K | Hold |
248
| – | – | 0.03% | 75 |
|
|
2021
Q2 | $71K | Hold |
248
| – | – | 0.03% | 73 |
|
|
2021
Q1 | $66K | Hold |
248
| – | – | 0.03% | 71 |
|
|
2020
Q4 | $62K | Hold |
248
| – | – | 0.03% | 71 |
|
|
2020
Q3 | $55K | Hold |
248
| – | – | 0.03% | 68 |
|
|
2020
Q2 | $53K | Sell |
248
-5
| -2% | -$967 | 0.03% | 69 |
|
|
2020
Q1 | $38K | Hold |
253
| – | – | 0.03% | 73 |
|
|
2019
Q4 | $51K | Buy |
253
+5
| +2% | +$926 | 0.03% | 64 |
|
|
2019
Q3 | $41K | Hold |
248
| – | – | 0.02% | 73 |
|
|
2019
Q2 | $41K | Hold |
248
| – | – | 0.02% | 70 |
|
|
2019
Q1 | $43K | Hold |
248
| – | – | 0.03% | 64 |
|
|
2018
Q4 | $37K | Sell |
248
-34
| -12% | -$5.67K | 0.03% | 68 |
|
|
2018
Q3 | $53K | Hold |
282
| – | – | 0.03% | 62 |
|
|
2018
Q2 | $47K | Hold |
282
| – | – | 0.03% | 64 |
|
|
2018
Q1 | $49K | Hold |
282
| – | – | 0.03% | 67 |
|
|
2017
Q4 | $55K | Hold |
282
| – | – | 0.03% | 64 |
|
|
2017
Q3 | $50K | Hold |
282
| – | – | 0.03% | 64 |
|
|
2017
Q2 | $46K | Hold |
282
| – | – | 0.03% | 64 |
|
|
2017
Q1 | $44K | Hold |
282
| – | – | 0.03% | 65 |
|
|
2016
Q4 | $38K | Hold |
282
| – | – | 0.03% | 65 |
|
|
2016
Q3 | $34K | Hold |
282
| – | – | 0.02% | 71 |
|
|
2016
Q2 | $32K | Hold |
282
| – | – | 0.02% | 70 |
|
|
2016
Q1 | $32K | Hold |
282
| – | – | 0.02% | 71 |
|
|
2015
Q4 | $29K | Sell |
282
-147
| -34% | -$15.4K | 0.02% | 68 |
|
|
2015
Q3 | $44K | Hold |
429
| – | – | 0.03% | 57 |
|
|
2015
Q2 | $53K | Hold |
429
| – | – | 0.04% | 70 |
|
|
2015
Q1 | $50K | Hold |
429
| – | – | 0.03% | 70 |
|
|
2014
Q4 | $48K | Buy |
+429
| New | +$47.1K | 0.03% | 68 |
|
Other funds holding ROK
Lowe Wealth Advisors's ROK Position: Q3 2025 in Review
Lowe Wealth Advisors held its Rockwell Automation (ROK) position steady in Q3 2025 at 248 shares worth $86.7K. The position accounts for 0.03% of the portfolio, ranked #112.
Lowe Wealth Advisors first reported a position in ROK in Q4 2014 and has held it in 44 quarters since. The position peaked at $87K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.
- Lowe Wealth Advisors held 248 shares of Rockwell Automation worth $86.7K as of Q3 2025.
- Lowe Wealth Advisors left its Rockwell Automation share count unchanged in Q3 2025.
- Rockwell Automation made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #112 holding.
- Lowe Wealth Advisors first reported a position in Rockwell Automation in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Rockwell Automation position peaked at $87K in Q4 2021.
- 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.