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Madison Investment Advisors’s Rockwell Automation ROK Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$13.7M Buy
+47,812
New +$13.4M 0.15% 115

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Madison Investment Advisors's ROK Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Rockwell Automation (ROK) in Q4 2024: 47,812 shares worth $13.7M. The stake represents 0.15% of the portfolio and ranks #115 among its holdings.

1,217 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Madison Investment Advisors held 47,812 shares of Rockwell Automation worth $13.7M as of Q4 2024.
  • Rockwell Automation was a new Madison Investment Advisors position in Q4 2024.
  • Rockwell Automation made up 0.15% of Madison Investment Advisors's portfolio in Q4 2024, its #115 holding.
  • 1,217 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.