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Semmax Financial Advisors’s Rockwell Automation ROK Stock Holding History

Semmax Financial 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
Q2 		$14.7K Hold
44
– – ﹤0.01% 238
2025
Q1 		$12.9K Hold
44
– – ﹤0.01% 222
2024
Q4 		$13K Buy
44
+1
+2% +$281 ﹤0.01% 208
2024
Q3 		$12.1K Hold
43
– – ﹤0.01% 209
2024
Q2 		$11.3K Hold
43
– – ﹤0.01% 228
2024
Q1 		$11.6K Buy
+43
New +$12.4K ﹤0.01% 203

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Semmax Financial Advisors's ROK Position: Q2 2025 in Review

Semmax Financial Advisors held its Rockwell Automation (ROK) position steady in Q2 2025 at 44 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Semmax Financial Advisors first reported a position in ROK in Q1 2024 and has held it in 6 quarters since. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Semmax Financial Advisors held 44 shares of Rockwell Automation worth $14.7K as of Q2 2025.
  • Semmax Financial Advisors left its Rockwell Automation share count unchanged in Q2 2025.
  • Rockwell Automation made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #238 holding.
  • Semmax Financial Advisors first reported a position in Rockwell Automation in Q1 2024 and has held it in 6 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.