West Oak Capital’s Rockwell Automation ROK Stock Holding History

West Oak Capital’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	$63	Hold	18	–	–	﹤0.01%	228
2025 Q2	$60	Hold	18	–	–	﹤0.01%	255
2025 Q1	$47	Hold	18	–	–	﹤0.01%	259
2024 Q4	$51K	Hold	18	–	–	﹤0.01%	261
2024 Q3	$48	Hold	18	–	–	﹤0.01%	263
2024 Q2	$4.96K	Hold	18	–	–	﹤0.01%	272
2024 Q1	$5K	Hold	18	–	–	﹤0.01%	269
2023 Q4	$5K	Hold	18	–	–	﹤0.01%	270
2023 Q3	$5K	Hold	18	–	–	﹤0.01%	268
2023 Q2	$5.93K	Hold	18	–	–	﹤0.01%	270
2023 Q1	$5.28K	Hold	18	–	–	﹤0.01%	272
2022 Q4	$5K	Hold	18	–	–	﹤0.01%	240
2022 Q3	$4K	Hold	18	–	–	﹤0.01%	289
2022 Q2	$4K	Hold	18	–	–	﹤0.01%	286
2022 Q1	$5K	Hold	18	–	–	﹤0.01%	301
2021 Q4	$6K	Hold	18	–	–	﹤0.01%	299
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	309
2021 Q2	$5K	Hold	18	–	–	﹤0.01%	304
2021 Q1	$5K	Hold	18	–	–	﹤0.01%	294
2020 Q4	$5K	Hold	18	–	–	﹤0.01%	271
2020 Q3	$4K	Hold	18	–	–	﹤0.01%	258
2020 Q2	$4K	Hold	18	–	–	﹤0.01%	261
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	255
2019 Q4	$4K	Hold	18	–	–	﹤0.01%	263
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	276
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	292
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	286
2018 Q4	$2.71K	Hold	18	–	–	﹤0.01%	300
2018 Q3	$3.38K	Hold	18	–	–	﹤0.01%	323
2018 Q2	$2.99K	Hold	18	–	–	﹤0.01%	299
2018 Q1	$3.14K	Hold	18	–	–	﹤0.01%	308
2017 Q4	$3.53K	Hold	18	–	–	﹤0.01%	268
2017 Q3	$3.21K	Hold	18	–	–	﹤0.01%	300
2017 Q2	$2.92K	Hold	18	–	–	﹤0.01%	323
2017 Q1	$2.8K	Hold	18	–	–	﹤0.01%	344
2016 Q4	$2.42K	Hold	18	–	–	﹤0.01%	316
2016 Q3	$2.2K	Hold	18	–	–	﹤0.01%	351
2016 Q2	$2.07K	Hold	18	–	–	﹤0.01%	311
2016 Q1	$2.05K	Hold	18	–	–	﹤0.01%	248
2015 Q4	$1.85K	Hold	18	–	–	﹤0.01%	257
2015 Q3	$1.83K	Hold	18	–	–	﹤0.01%	262
2015 Q2	$2.24K	Hold	18	–	–	﹤0.01%	264
2015 Q1	$2.09K	Hold	18	–	–	﹤0.01%	271
2014 Q4	$2K	Hold	18	–	–	﹤0.01%	281
2014 Q3	$1.98K	Hold	18	–	–	﹤0.01%	269
2014 Q2	$2.25K	Hold	18	–	–	﹤0.01%	259
2014 Q1	$2.24K	Hold	18	–	–	﹤0.01%	256
2013 Q4	$2.13K	Hold	18	–	–	﹤0.01%	256
2013 Q3	$1.93K	Hold	18	–	–	﹤0.01%	257
2013 Q2	$1.5K	Buy	+18	New	+$1.55K	﹤0.01%	263

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's ROK Position: Q3 2025 in Review

West Oak Capital held its Rockwell Automation (ROK) position steady in Q3 2025 at 18 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #228.

West Oak Capital first reported a position in ROK in Q2 2013 and has held it in 50 quarters since. The position peaked at $51K in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

West Oak Capital held 18 shares of Rockwell Automation worth $63 as of Q3 2025.
West Oak Capital left its Rockwell Automation share count unchanged in Q3 2025.
Rockwell Automation made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #228 holding.
West Oak Capital first reported a position in Rockwell Automation in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Rockwell Automation position peaked at $51K in Q4 2024.
1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.