Trust Company of Vermont’s Rockwell Automation ROK Stock Holding History

Trust Company of Vermont’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	$1.17M	Buy	3,007 +1,210	+67%	+$455K	0.05%	189
2025 Q3	$628K	Buy	1,797 +3	+0.2%	+$1.04K	0.03%	235
2025 Q2	$596K	Buy	1,794 +83	+5%	+$23.6K	0.03%	233
2025 Q1	$442K	Buy	1,711 +10	+0.6%	+$2.78K	0.02%	253
2024 Q4	$486K	Hold	1,701	–	–	0.02%	249
2024 Q3	$457K	Sell	1,701 -26	-2%	-$6.9K	0.02%	241
2024 Q2	$475K	Buy	1,727 +27	+2%	+$7.29K	0.03%	231
2024 Q1	$495K	Buy	1,700 +3	+0.2%	+$864	0.03%	230
2023 Q4	$527K	Hold	1,697	–	–	0.04%	207
2023 Q3	$485K	Buy	1,697 +785	+86%	+$243K	0.03%	219
2023 Q2	$300K	Sell	912 -1	-0.1%	-$289	0.02%	269
2023 Q1	$268K	Hold	913	–	–	0.02%	281
2022 Q4	$235K	Hold	913	–	–	0.02%	284
2022 Q3	$196K	Hold	913	–	–	0.02%	299
2022 Q2	$182K	Buy	913 +1	+0.1%	+$226	0.01%	307
2022 Q1	$255K	Hold	912	–	–	0.02%	282
2021 Q4	$318K	Hold	912	–	–	0.02%	275
2021 Q3	$268K	Hold	912	–	–	0.02%	272
2021 Q2	$261K	Hold	912	–	–	0.02%	283
2021 Q1	$242K	Hold	912	–	–	0.02%	282
2020 Q4	$229K	Hold	912	–	–	0.02%	277
2020 Q3	$201K	Hold	912	–	–	0.02%	274
2020 Q2	$194K	Hold	912	–	–	0.02%	278
2020 Q1	$138K	Hold	912	–	–	0.01%	322
2019 Q4	$185K	Hold	912	–	–	0.01%	327
2019 Q3	$150K	Buy	912 +78	+9%	+$12.3K	0.01%	358
2019 Q2	$137K	Sell	834 -14	-2%	-$2.37K	0.01%	370
2019 Q1	$149K	Sell	848 -20	-2%	-$3.4K	0.01%	351
2018 Q4	$131K	Sell	868 -30	-3%	-$5K	0.01%	352
2018 Q3	$168K	Hold	898	–	–	0.01%	348
2018 Q2	$149K	Buy	898 +98	+12%	+$17K	0.01%	360
2018 Q1	$139K	Hold	800	–	–	0.01%	354
2017 Q4	$157K	Hold	800	–	–	0.01%	347
2017 Q3	$143K	Hold	800	–	–	0.01%	354
2017 Q2	$130K	Hold	800	–	–	0.01%	378
2017 Q1	$125K	Hold	800	–	–	0.01%	372
2016 Q4	$108K	Hold	800	–	–	0.01%	380
2016 Q3	$98K	Buy	+800	New	+$93.6K	0.01%	349
2016 Q2	–	Sell	-321	Closed	-$37K	–	853
2016 Q1	$37K	Hold	321	–	–	0.01%	429
2015 Q4	$33K	Sell	321 -41	-11%	-$4.3K	﹤0.01%	451
2015 Q3	$37K	Sell	362 -1,449	-80%	-$164K	0.01%	438
2015 Q2	$226K	Buy	+1,811	New	+$218K	0.03%	230
2014 Q1	–	Sell	-60	Closed	-$7K	–	743
2013 Q4	$7K	Hold	60	–	–	﹤0.01%	627
2013 Q3	$6K	Hold	60	–	–	﹤0.01%	628
2013 Q2	$5K	Buy	+60	New	+$5.18K	﹤0.01%	626

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trust Company of Vermont's ROK Position: Q4 2025 in Review

Trust Company of Vermont increased its Rockwell Automation (ROK) stake by 67% in Q4 2025, buying an estimated $455K and bringing the position to 3,007 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #189.

Trust Company of Vermont first reported a position in ROK in Q2 2013 and has held it in 45 quarters since. 1,416 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Trust Company of Vermont held 3,007 shares of Rockwell Automation worth $1.17M as of Q4 2025.
Trust Company of Vermont bought 1,210 Rockwell Automation shares in Q4 2025, an estimated $455K.
Rockwell Automation made up 0.05% of Trust Company of Vermont's portfolio in Q4 2025, its #189 holding.
Trust Company of Vermont first reported a position in Rockwell Automation in Q2 2013 and has held it in 45 quarters since.
1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.