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Oliver Lagore Vanvalin Investment Group’s Rockwell Automation ROK Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$10.3K Buy
+40
New +$11.4K ﹤0.01% 415
2024
Q4 		$11.4K Hold
40
– – ﹤0.01% 430
2024
Q3 		$10.7K Hold
40
– – ﹤0.01% 419
2024
Q2 		$11K Hold
40
– – ﹤0.01% 410
2024
Q1 		$11.7K Hold
40
– – ﹤0.01% 398
2023
Q4 		$12.4K Hold
40
– – ﹤0.01% 382
2023
Q3 		$11.4K Hold
40
– – ﹤0.01% 419
2023
Q2 		$13.2K Hold
40
– – ﹤0.01% 423
2023
Q1 		$11.7K Hold
40
– – 0.01% 364
2022
Q4 		$10.3K Buy
40
+30
+300% +$7.53K 0.01% 358
2022
Q3 		$2K Hold
10
– – ﹤0.01% 539
2022
Q2 		$2K Hold
10
– – ﹤0.01% 511
2022
Q1 		$3K Buy
+10
New +$2.87K ﹤0.01% 478

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ROK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Rockwell Automation (ROK) in Q2 2025: 40 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ROK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ROK in Q1 2022 and has held it in 13 quarters since. The position peaked at $13.2K in Q2 2023. 1,268 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 40 shares of Rockwell Automation worth $10.3K as of Q2 2025.
  • Rockwell Automation was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Rockwell Automation made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #415 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Rockwell Automation in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Rockwell Automation position peaked at $13.2K in Q2 2023.
  • 1,268 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.