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Smallwood Wealth Investment Management’s Rockwell Automation ROK Stock Holding History

Smallwood Wealth Investment Management’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
-6
Closed -$1.99K – 575
2025
Q2 		$1.99K Buy
+6
New +$1.71K ﹤0.01% 402

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smallwood Wealth Investment Management's ROK Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 6 shares — an estimated $1.99K sold.

Smallwood Wealth Investment Management first reported a position in ROK in Q2 2025 and held it in 1 quarter. The position peaked at $1.99K in Q2 2025. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 6 Rockwell Automation shares in Q3 2025, an estimated $1.99K.
  • Smallwood Wealth Investment Management first reported a position in Rockwell Automation in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Rockwell Automation position peaked at $1.99K in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.