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Parkworth Wealth Management’s Rockwell Automation ROK Stock Holding History

Parkworth Wealth Management’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 		$997 Buy
3
+1
+50% +$285 ﹤0.01% 411
2025
Q1 		$517 Hold
2
– – ﹤0.01% 408
2024
Q4 		$572 Buy
+2
New +$563 ﹤0.01% 398

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

Parkworth Wealth Management's ROK Position: Q2 2025 in Review

Parkworth Wealth Management increased its Rockwell Automation (ROK) stake by 50% in Q2 2025, buying an estimated $285 and bringing the position to 3 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Parkworth Wealth Management first reported a position in ROK in Q4 2024 and has held it in 3 quarters since. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Rockwell Automation worth $997 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Rockwell Automation share in Q2 2025, an estimated $285.
  • Rockwell Automation made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #411 holding.
  • Parkworth Wealth Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 3 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.