Promus Capital’s Rockwell Automation ROK Stock Holding History

Promus Capital’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	$2.45K	Hold	7	–	–	﹤0.01%	276
2025 Q2	$2.33K	Hold	7	–	–	﹤0.01%	284
2025 Q1	$1.81K	Hold	7	–	–	﹤0.01%	298
2024 Q4	$2K	Buy	+7	New	+$1.97K	﹤0.01%	289

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Promus Capital's ROK Position: Q3 2025 in Review

Promus Capital held its Rockwell Automation (ROK) position steady in Q3 2025 at 7 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Promus Capital first reported a position in ROK in Q4 2024 and has held it in 4 quarters since. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Promus Capital held 7 shares of Rockwell Automation worth $2.45K as of Q3 2025.
Promus Capital left its Rockwell Automation share count unchanged in Q3 2025.
Rockwell Automation made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #276 holding.
Promus Capital first reported a position in Rockwell Automation in Q4 2024 and has held it in 4 quarters since.
1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.