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Stonebridge Financial Group (Pennsylvania)’s Rockwell Automation ROK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-1
Closed -$258 – 791
2025
Q1 		$258 Sell
1
-11
-92% -$3.06K ﹤0.01% 912
2024
Q4 		$3.43K Buy
+12
New +$3.38K ﹤0.01% 722

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

Stonebridge Financial Group (Pennsylvania)'s ROK Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 1 share — an estimated $258 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ROK in Q4 2024 and held it in 2 quarters. The position peaked at $3.43K in Q4 2024. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Rockwell Automation share in Q2 2025, an estimated $258.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Rockwell Automation in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Rockwell Automation position peaked at $3.43K in Q4 2024.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.