Tucker Asset Management’s Rockwell Automation ROK Stock Holding History

Tucker Asset Management’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	$2.33K	Buy	+6	New	+$2.25K	﹤0.01%	820
2025 Q1	–	Sell	-6	Closed	-$1.72K	–	800
2024 Q4	$1.72K	Sell	6 -3	-33%	-$844	﹤0.01%	1243
2024 Q3	$2.42K	Hold	9	–	–	﹤0.01%	1121
2024 Q2	$2.48K	Hold	9	–	–	﹤0.01%	1261
2024 Q1	$2.62K	Sell	9 -13	-59%	-$3.74K	﹤0.01%	1263
2023 Q4	$6.83K	Hold	22	–	–	﹤0.01%	806
2023 Q3	$6.29K	Buy	22 +1	+5%	+$309	﹤0.01%	776
2023 Q2	$6.92K	Buy	21 +3	+17%	+$866	﹤0.01%	610
2023 Q1	$5.28K	Buy	+18	New	+$5.12K	﹤0.01%	687

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

Tucker Asset Management's ROK Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Rockwell Automation (ROK) in Q4 2025: 6 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in ROK as recently as Q4 2024.

Tucker Asset Management first reported a position in ROK in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.92K in Q2 2023. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Tucker Asset Management held 6 shares of Rockwell Automation worth $2.33K as of Q4 2025.
Rockwell Automation was a new Tucker Asset Management position in Q4 2025.
Rockwell Automation made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #820 holding.
Tucker Asset Management first reported a position in Rockwell Automation in Q1 2023 and has held it in 9 quarters since.
Tucker Asset Management's Rockwell Automation position peaked at $6.92K in Q2 2023.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.