Siligmueller & Norvid Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$215K	Buy	+615	New	+$212K	0.1%	151

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ROK Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q3 2025: 615 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #151 among its holdings.

1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 615 shares of Rockwell Automation worth $215K as of Q3 2025.
Rockwell Automation was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Rockwell Automation made up 0.1% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #151 holding.
1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.