Rise Advisors’s Rockwell Automation ROK Stock Holding History

Rise 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	-73	Closed	-$25.6K	–	1160
2025 Q3	$25.6K	Buy	73 +1	+1%	+$345	0.01%	445
2025 Q2	$23.9K	Hold	72	–	–	0.01%	433
2025 Q1	$18.6K	Sell	72 -4	-5%	-$1.11K	0.01%	543
2024 Q4	$21.8K	Hold	76	–	–	0.01%	601
2024 Q3	$20.4K	Hold	76	–	–	0.01%	669
2024 Q2	$20.8K	Buy	76 +1	+1%	+$270	0.01%	612
2024 Q1	$22K	Buy	+75	New	+$21.6K	0.01%	588
2023 Q2	–	Sell	-2	Closed	-$587	–	779
2023 Q1	$587	Buy	+2	New	+$569	﹤0.01%	723

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Rise Advisors's ROK Position: Q4 2025 in Review

Rise Advisors sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 73 shares — an estimated $25.6K sold.

Rise Advisors first reported a position in ROK in Q1 2023 and held it in 8 quarters. The position peaked at $25.6K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Rise Advisors reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 73 Rockwell Automation shares in Q4 2025, an estimated $25.6K.
Rise Advisors first reported a position in Rockwell Automation in Q1 2023 and held it in 8 quarters.
Rise Advisors's Rockwell Automation position peaked at $25.6K in Q3 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.