Naviter Wealth’s Gibraltar Industries ROCK Stock Holding History

Naviter Wealth’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,000	Closed	-$238K	–	305
2025 Q1	$238K	Hold	4,000	–	–	0.03%	245
2024 Q4	$236K	Hold	4,000	–	–	0.03%	250
2024 Q3	$280K	Hold	4,000	–	–	0.04%	209
2024 Q2	$274K	Hold	4,000	–	–	0.04%	202
2024 Q1	$322K	Hold	4,000	–	–	0.05%	197
2023 Q4	$316K	Hold	4,000	–	–	0.06%	183
2023 Q3	$270K	Hold	4,000	–	–	0.07%	181
2023 Q2	$252K	Buy	+4,000	New	+$216K	0.06%	201

Other funds holding ROCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Naviter Wealth's ROCK Position: Q2 2025 in Review

Naviter Wealth sold out of Gibraltar Industries (ROCK) in Q2 2025, closing a stake of 4,000 shares — an estimated $238K sold.

Naviter Wealth first reported a position in ROCK in Q2 2023 and held it in 8 quarters. The position peaked at $322K in Q1 2024. 266 funds tracked by Wall St. Rank hold ROCK as of Q2 2025.

Naviter Wealth reported no remaining Gibraltar Industries position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 4,000 Gibraltar Industries shares in Q2 2025, an estimated $238K.
Naviter Wealth first reported a position in Gibraltar Industries in Q2 2023 and held it in 8 quarters.
Naviter Wealth's Gibraltar Industries position peaked at $322K in Q1 2024.
266 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.