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Sonora Investment Management Group’s Rockwell Automation ROK Stock Holding History

Sonora Investment Management Group’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 		$288K Buy
824
+7
+0.9% +$2.42K 0.02% 229
2025
Q2 		$271K Sell
817
-132
-14% -$37.6K 0.02% 232
2025
Q1 		$245K Sell
949
-181
-16% -$50.4K 0.02% 238
2024
Q4 		$323K Buy
1,130
+113
+11% +$31.8K 0.02% 210
2024
Q3 		$273K Buy
1,017
+37
+4% +$9.82K 0.02% 230
2024
Q2 		$286K Hold
980
– – 0.02% 228
2024
Q1 		$286K Buy
980
+311
+46% +$89.6K 0.02% 229
2023
Q4 		$208K Buy
+669
New +$188K 0.02% 247

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

Sonora Investment Management Group's ROK Position: Q3 2025 in Review

Sonora Investment Management Group increased its Rockwell Automation (ROK) stake by 0.86% in Q3 2025, buying an estimated $2.42K and bringing the position to 824 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #229.

Sonora Investment Management Group first reported a position in ROK in Q4 2023 and has held it in 8 quarters since. The position peaked at $323K in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Sonora Investment Management Group held 824 shares of Rockwell Automation worth $288K as of Q3 2025.
  • Sonora Investment Management Group bought 7 Rockwell Automation shares in Q3 2025, an estimated $2.42K.
  • Rockwell Automation made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #229 holding.
  • Sonora Investment Management Group first reported a position in Rockwell Automation in Q4 2023 and has held it in 8 quarters since.
  • Sonora Investment Management Group's Rockwell Automation position peaked at $323K in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.