Mach-1 Financial Group’s Rockwell Automation ROK Stock Holding History

Mach-1 Financial Group’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-751	Closed	-$262K	–	415
2025 Q3	$262K	Buy	+751	New	+$259K	0.04%	187
2023 Q4	–	Sell	-2,462	Closed	-$704K	–	270
2023 Q3	$704K	Sell	2,462 -45	-2%	-$13.9K	0.29%	84
2023 Q2	$826K	Buy	+2,507	New	+$724K	0.23%	78

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mach-1 Financial Group's ROK Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 751 shares — an estimated $262K sold.

Mach-1 Financial Group first reported a position in ROK in Q2 2023 and held it in 3 quarters. The position peaked at $826K in Q2 2023. 1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Mach-1 Financial Group reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 751 Rockwell Automation shares in Q4 2025, an estimated $262K.
Mach-1 Financial Group first reported a position in Rockwell Automation in Q2 2023 and held it in 3 quarters.
Mach-1 Financial Group's Rockwell Automation position peaked at $826K in Q2 2023.
1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.