SGC
ROK icon

Slocum, Gordon & Co’s Rockwell Automation ROK Stock Holding History

Slocum, Gordon & Co’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
Q1 		– Sell
-10
Closed -$2.86K – 143
2024
Q4 		$2.86K Hold
10
– – ﹤0.01% 125
2024
Q3 		$2.68K Hold
10
– – ﹤0.01% 127
2024
Q2 		$2.75K Buy
+10
New +$2.7K ﹤0.01% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Slocum, Gordon & Co's ROK Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 10 shares — an estimated $2.86K sold.

Slocum, Gordon & Co first reported a position in ROK in Q2 2024 and held it in 3 quarters. The position peaked at $2.86K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

  • Slocum, Gordon & Co reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 10 Rockwell Automation shares in Q1 2025, an estimated $2.86K.
  • Slocum, Gordon & Co first reported a position in Rockwell Automation in Q2 2024 and held it in 3 quarters.
  • Slocum, Gordon & Co's Rockwell Automation position peaked at $2.86K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.