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ORG Partners’s Rockwell Automation ROK Stock Holding History

ORG Partners’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
Q4 		$61.1K Sell
157
-16
-9% -$6.01K 0.01% 544
2025
Q3 		$60.5K Buy
173
+7
+4% +$2.42K 0.01% 547
2025
Q2 		$56.2K Sell
166
-4
-2% -$1.14K 0.01% 516
2025
Q1 		$44K Sell
170
-42
-20% -$11.7K 0.01% 517
2024
Q4 		$60.6K Buy
212
+16
+8% +$4.5K 0.01% 516
2024
Q3 		$52.6K Sell
196
-171
-47% -$45.4K 0.01% 507
2024
Q2 		$97.4K Buy
+367
New +$99K 0.01% 612
2023
Q4 		– Sell
-527
Closed -$151K – 1307
2023
Q3 		$151K Hold
527
– – 0.04% 330
2023
Q2 		$174K Buy
+527
New +$152K 0.03% 397

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ORG Partners's ROK Position: Q4 2025 in Review

ORG Partners reduced its Rockwell Automation (ROK) stake by 9.2% in Q4 2025, selling an estimated $6.01K and leaving 157 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #544.

ORG Partners first reported a position in ROK in Q2 2023 and has held it in 9 quarters since. The position peaked at $174K in Q2 2023. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • ORG Partners held 157 shares of Rockwell Automation worth $61.1K as of Q4 2025.
  • ORG Partners sold 16 Rockwell Automation shares in Q4 2025, an estimated $6.01K.
  • Rockwell Automation made up 0.01% of ORG Partners's portfolio in Q4 2025, its #544 holding.
  • ORG Partners first reported a position in Rockwell Automation in Q2 2023 and has held it in 9 quarters since.
  • ORG Partners's Rockwell Automation position peaked at $174K in Q2 2023.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.