Mirabella Financial Services’s Rockwell Automation ROK Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-6,561	Closed	-$2.18M	–	301
2025 Q2	$2.18M	Buy	+6,561	New	+$1.87M	0.22%	68
2025 Q1	–	Sell	-1,580	Closed	-$452K	–	279
2024 Q4	$452K	Buy	+1,580	New	+$444K	0.04%	207
2024 Q2	–	Sell	-27,601	Closed	-$8.04M	–	653
2024 Q1	$8.04M	Buy	+27,601	New	+$7.95M	0.58%	38
2023 Q4	–	Sell	-791	Closed	-$226K	–	565
2023 Q3	$226K	Buy	+791	New	+$245K	0.03%	329
2021 Q4	–	Sell	-755	Closed	-$222K	–	570
2021 Q3	$222K	Buy	+755	New	+$232K	0.03%	390

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mirabella Financial Services's ROK Position: Q3 2025 in Review

Mirabella Financial Services sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 6,561 shares — an estimated $2.18M sold.

Mirabella Financial Services first reported a position in ROK in Q3 2021 and held it in 5 quarters. The position peaked at $8.04M in Q1 2024. 1,296 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Mirabella Financial Services reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
Mirabella Financial Services sold 6,561 Rockwell Automation shares in Q3 2025, an estimated $2.18M.
Mirabella Financial Services first reported a position in Rockwell Automation in Q3 2021 and held it in 5 quarters.
Mirabella Financial Services's Rockwell Automation position peaked at $8.04M in Q1 2024.
1,296 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Mirabella Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.