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Summit X LLC’s Rockwell Automation ROK Stock Holding History

Summit X LLC’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
-1,124
Closed -$373K – 188
2025
Q2 		$373K Buy
1,124
+7
+0.6% +$1.99K 0.07% 168
2025
Q1 		$289K Sell
1,117
-1
-0.1% -$278 0.06% 176
2024
Q4 		$320K Buy
1,118
+2
+0.2% +$563 0.07% 156
2024
Q3 		$307K Buy
1,116
+161
+17% +$42.7K 0.07% 154
2024
Q2 		$263K Hold
955
– – 0.06% 198
2024
Q1 		$278K Buy
+955
New +$275K 0.07% 164

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

Summit X LLC's ROK Position: Q3 2025 in Review

Summit X LLC sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 1,124 shares — an estimated $373K sold.

Summit X LLC first reported a position in ROK in Q1 2024 and held it in 6 quarters. The position peaked at $373K in Q2 2025. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Summit X LLC reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,124 Rockwell Automation shares in Q3 2025, an estimated $373K.
  • Summit X LLC first reported a position in Rockwell Automation in Q1 2024 and held it in 6 quarters.
  • Summit X LLC's Rockwell Automation position peaked at $373K in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.