Reflection Asset Management’s Rockwell Automation ROK Stock Holding History

Reflection Asset 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 Q4	$82.9K	Buy	+213	New	+$80.1K	0.06%	182

Other funds holding ROK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Reflection Asset Management's ROK Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Rockwell Automation (ROK) in Q4 2025: 213 shares worth $82.9K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings.

1,417 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Reflection Asset Management held 213 shares of Rockwell Automation worth $82.9K as of Q4 2025.
Rockwell Automation was a new Reflection Asset Management position in Q4 2025.
Rockwell Automation made up 0.06% of Reflection Asset Management's portfolio in Q4 2025, its #182 holding.
1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.