NRD
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Nebula Research & Development’s Rockwell Automation ROK Stock Holding History

Nebula Research & Development’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 		– Sell
-1,305
Closed -$350K – 1078
2024
Q3 		$350K Buy
+1,305
New +$346K 0.04% 666
2024
Q2 		– Sell
-7,257
Closed -$2.11M – 1014
2024
Q1 		$2.11M Buy
+7,257
New +$2.09M 0.46% 16

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Nebula Research & Development's ROK Position: Q4 2024 in Review

Nebula Research & Development sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 1,305 shares — an estimated $350K sold.

Nebula Research & Development first reported a position in ROK in Q1 2024 and held it in 2 quarters. The position peaked at $2.11M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Nebula Research & Development reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 1,305 Rockwell Automation shares in Q4 2024, an estimated $350K.
  • Nebula Research & Development first reported a position in Rockwell Automation in Q1 2024 and held it in 2 quarters.
  • Nebula Research & Development's Rockwell Automation position peaked at $2.11M in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.