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Sound View Wealth Advisors Group’s Rockwell Automation ROK Stock Holding History

Sound View Wealth Advisors 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
Q4 		– Sell
-618
Closed -$216K – 434
2025
Q3 		$216K Sell
618
-14
-2% -$4.83K 0.01% 407
2025
Q2 		$210K Sell
632
-192
-23% -$54.7K 0.02% 399
2025
Q1 		$213K Sell
824
-1,156
-58% -$322K 0.02% 382
2024
Q4 		$566K Sell
1,980
-5,537
-74% -$1.56M 0.05% 247
2024
Q3 		$2.02M Buy
7,517
+1,594
+27% +$423K 0.16% 125
2024
Q2 		$1.63M Buy
5,923
+363
+7% +$98K 0.17% 124
2024
Q1 		$1.62M Sell
5,560
-710
-11% -$204K 0.17% 125
2023
Q4 		$1.95M Buy
6,270
+841
+15% +$236K 0.21% 112
2023
Q3 		$1.55M Buy
5,429
+1,349
+33% +$417K 0.19% 107
2023
Q2 		$1.34M Sell
4,080
-239
-6% -$69K 0.18% 118
2023
Q1 		$1.27M Sell
4,319
-1,951
-31% -$555K 0.17% 119
2022
Q4 		$1.95M Buy
6,270
+4,635
+283% +$1.16M 0.21% 112
2022
Q3 		$352K Sell
1,635
-160
-9% -$37.3K 0.08% 196
2022
Q2 		$358K Buy
1,795
+456
+34% +$103K 0.07% 200
2022
Q1 		$375K Sell
1,339
-659
-33% -$189K 0.07% 204
2021
Q4 		$697K Buy
1,998
+113
+6% +$37.4K 0.13% 144
2021
Q3 		$554K Sell
1,885
-28
-1% -$8.6K 0.12% 156
2021
Q2 		$547K Buy
+1,913
New +$516K 0.12% 161

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sound View Wealth Advisors Group's ROK Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 618 shares — an estimated $216K sold.

Sound View Wealth Advisors Group first reported a position in ROK in Q2 2021 and held it in 18 quarters. The position peaked at $2.02M in Q3 2024. 1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 618 Rockwell Automation shares in Q4 2025, an estimated $216K.
  • Sound View Wealth Advisors Group first reported a position in Rockwell Automation in Q2 2021 and held it in 18 quarters.
  • Sound View Wealth Advisors Group's Rockwell Automation position peaked at $2.02M in Q3 2024.
  • 1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.