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Seven Mile Advisory’s Rockwell Automation ROK Stock Holding History

Seven Mile Advisory’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
-994
Closed -$347K – 308
2025
Q3 		$347K Buy
994
+183
+23% +$63.2K 0.06% 179
2025
Q2 		$269K Sell
811
-26
-3% -$7.41K 0.16% 129
2025
Q1 		$216K Sell
837
-22
-3% -$6.12K 0.14% 154
2024
Q4 		$245K Buy
859
+58
+7% +$16.3K 0.16% 126
2024
Q3 		$215K Buy
801
+32
+4% +$8.49K 0.14% 151
2024
Q2 		$212K Buy
+769
New +$208K 0.16% 133
2024
Q1 		– Sell
-675
Closed -$210K – 160
2023
Q4 		$210K Buy
+675
New +$189K 0.18% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Seven Mile Advisory's ROK Position: Q4 2025 in Review

Seven Mile Advisory sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 994 shares — an estimated $347K sold.

Seven Mile Advisory first reported a position in ROK in Q4 2023 and held it in 7 quarters. The position peaked at $347K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • Seven Mile Advisory reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 994 Rockwell Automation shares in Q4 2025, an estimated $347K.
  • Seven Mile Advisory first reported a position in Rockwell Automation in Q4 2023 and held it in 7 quarters.
  • Seven Mile Advisory's Rockwell Automation position peaked at $347K in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.