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Pineridge Advisors’s Rockwell Automation ROK Stock Holding History

Pineridge Advisors’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
Q3 		$3.15K Hold
9
– – ﹤0.01% 329
2025
Q2 		$2.99K Buy
+9
New +$2.56K ﹤0.01% 374
2024
Q1 		– Sell
-20
Closed -$6.21K – 788
2023
Q4 		$6.21K Buy
+20
New +$5.61K ﹤0.01% 455

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pineridge Advisors's ROK Position: Q3 2025 in Review

Pineridge Advisors held its Rockwell Automation (ROK) position steady in Q3 2025 at 9 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Pineridge Advisors first reported a position in ROK in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.21K in Q4 2023. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Pineridge Advisors held 9 shares of Rockwell Automation worth $3.15K as of Q3 2025.
  • Pineridge Advisors left its Rockwell Automation share count unchanged in Q3 2025.
  • Rockwell Automation made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #329 holding.
  • Pineridge Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 3 quarters since.
  • Pineridge Advisors's Rockwell Automation position peaked at $6.21K in Q4 2023.
  • 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.