Pinnacle Financial Partners (Tennessee)’s Rockwell Automation ROK Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	–	Sell	-100	Closed	-$28.6K	–	553
2025 Q1	$28.6K	Hold	100	–	–	﹤0.01%	497
2024 Q4	$26.8K	Hold	100	–	–	﹤0.01%	491
2024 Q3	$26.8K	Hold	100	–	–	﹤0.01%	491
2024 Q2	$29.1K	Hold	100	–	–	﹤0.01%	499
2024 Q1	$29.1K	Hold	100	–	–	﹤0.01%	493
2023 Q4	$31K	Hold	100	–	–	﹤0.01%	472
2023 Q3	$28.6K	Sell	100 -725	-88%	-$224K	﹤0.01%	454
2023 Q2	$272K	Buy	825 +725	+725%	+$209K	0.01%	350
2023 Q1	$29.3K	Hold	100	–	–	﹤0.01%	457
2022 Q4	$25.8K	Hold	100	–	–	﹤0.01%	451
2022 Q3	$22K	Buy	+100	New	+$23.3K	﹤0.01%	450

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ROK Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 100 shares — an estimated $28.6K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ROK in Q3 2022 and held it in 11 quarters. The position peaked at $272K in Q2 2023. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 100 Rockwell Automation shares in Q2 2025, an estimated $28.6K.
Pinnacle Financial Partners (Tennessee) first reported a position in Rockwell Automation in Q3 2022 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Rockwell Automation position peaked at $272K in Q2 2023.
1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.