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Signal Advisors Wealth’s Rockwell Automation ROK Stock Holding History

Signal Advisors Wealth’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
-694
Closed -$231K – 523
2025
Q2 		$231K Sell
694
-158
-19% -$45K 0.02% 426
2025
Q1 		$220K Sell
852
-94
-10% -$26.2K 0.02% 410
2024
Q4 		$270K Buy
946
+105
+12% +$29.5K 0.03% 379
2024
Q3 		$226K Buy
841
+15
+2% +$3.98K 0.03% 393
2024
Q2 		$227K Sell
826
-6
-0.7% -$1.62K 0.5% 62
2024
Q1 		$242K Buy
832
+7
+0.8% +$2.02K 0.06% 262
2023
Q4 		$256K Buy
+825
New +$231K 0.09% 190

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Signal Advisors Wealth's ROK Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 694 shares — an estimated $231K sold.

Signal Advisors Wealth first reported a position in ROK in Q4 2023 and held it in 7 quarters. The position peaked at $270K in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Signal Advisors Wealth reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 694 Rockwell Automation shares in Q3 2025, an estimated $231K.
  • Signal Advisors Wealth first reported a position in Rockwell Automation in Q4 2023 and held it in 7 quarters.
  • Signal Advisors Wealth's Rockwell Automation position peaked at $270K in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.