Ridgewood Investments’s Rockwell Automation ROK Stock Holding History

Ridgewood Investments’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	–	Sell	-13	Closed	-$4.15K	–	575
2025 Q2	$4.15K	Hold	13	–	–	﹤0.01%	613
2025 Q1	$3.23K	Hold	13	–	–	﹤0.01%	594
2024 Q4	$3.57K	Hold	13	–	–	﹤0.01%	611
2024 Q3	$3.36K	Hold	13	–	–	﹤0.01%	629
2024 Q2	$3.44K	Buy	+13	New	+$3.51K	﹤0.01%	627
2023 Q3	–	Sell	-13	Closed	-$4.12K	–	620
2023 Q2	$4.12K	Hold	13	–	–	﹤0.01%	623
2023 Q1	$3.67K	Buy	+13	New	+$3.7K	﹤0.01%	633

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ridgewood Investments's ROK Position: Q3 2025 in Review

Ridgewood Investments sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 13 shares — an estimated $4.15K sold.

Ridgewood Investments first reported a position in ROK in Q1 2023 and held it in 7 quarters. The position peaked at $4.15K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Ridgewood Investments reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 13 Rockwell Automation shares in Q3 2025, an estimated $4.15K.
Ridgewood Investments first reported a position in Rockwell Automation in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Rockwell Automation position peaked at $4.15K in Q2 2025.
1,296 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.