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Prosperity Capital Advisors’s Rockwell Automation ROK Stock Holding History

Prosperity Capital 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
Q4 		– Sell
-790
Closed -$276K – 435
2025
Q3 		$276K Sell
790
-59
-7% -$20.4K 0.02% 356
2025
Q2 		$282K Sell
849
-164
-16% -$46.7K 0.02% 335
2025
Q1 		$262K Sell
1,013
-8
-0.8% -$2.23K 0.02% 313
2024
Q4 		$292K Sell
1,021
-109
-10% -$30.7K 0.02% 286
2024
Q3 		$303K Buy
1,130
+117
+12% +$31.1K 0.03% 273
2024
Q2 		$279K Sell
1,013
-421
-29% -$114K 0.03% 249
2024
Q1 		$418K Buy
+1,434
New +$413K 0.05% 227

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prosperity Capital Advisors's ROK Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 790 shares — an estimated $276K sold.

Prosperity Capital Advisors first reported a position in ROK in Q1 2024 and held it in 7 quarters. The position peaked at $418K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 790 Rockwell Automation shares in Q4 2025, an estimated $276K.
  • Prosperity Capital Advisors first reported a position in Rockwell Automation in Q1 2024 and held it in 7 quarters.
  • Prosperity Capital Advisors's Rockwell Automation position peaked at $418K in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.