WJ Wealth Management’s Rockwell Automation ROK Stock Holding History

WJ Wealth 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	–	Sell	-1,040	Closed	-$383K	–	74
2025 Q3	$383K	Sell	1,040 -1,040	-50%	-$359K	0.17%	58
2025 Q2	$691K	Hold	2,080	–	–	0.22%	60
2025 Q1	$537K	Hold	2,080	–	–	0.19%	61
2024 Q4	$594K	Hold	2,080	–	–	0.2%	55
2024 Q3	$558K	Hold	2,080	–	–	0.2%	53
2024 Q2	$573K	Hold	2,080	–	–	0.21%	54
2024 Q1	$606K	Hold	2,080	–	–	0.24%	49
2023 Q4	$646K	Hold	2,080	–	–	0.28%	47
2023 Q3	$595K	Hold	2,080	–	–	0.29%	42
2023 Q2	$685K	Buy	2,080 +1,040	+100%	+$300K	0.32%	38
2023 Q1	$305K	Sell	1,040 -1,040	-50%	-$296K	0.21%	40
2022 Q4	$536K	Hold	2,080	–	–	0.31%	31
2022 Q3	$448K	Hold	2,080	–	–	0.28%	38
2022 Q2	$414K	Buy	2,080 +1,034	+99%	+$234K	0.29%	35
2022 Q1	$293K	Hold	1,046	–	–	0.19%	37
2021 Q4	$365K	Buy	1,046 +6	+0.6%	+$1.99K	0.22%	39
2021 Q3	$306K	Hold	1,040	–	–	0.2%	46
2021 Q2	$297K	Hold	1,040	–	–	0.92%	29
2021 Q1	$276K	Hold	1,040	–	–	0.86%	36
2020 Q4	$261K	Hold	1,040	–	–	0.81%	32
2020 Q3	$230K	Sell	1,040 -1,040	-50%	-$232K	0.74%	29
2020 Q2	$444K	Buy	+2,080	New	+$402K	0.31%	34

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

WJ Wealth Management's ROK Position: Q4 2025 in Review

WJ Wealth Management sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 1,040 shares — an estimated $383K sold.

WJ Wealth Management first reported a position in ROK in Q2 2020 and held it in 22 quarters. The position peaked at $691K in Q2 2025. 1,416 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

WJ Wealth Management reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
WJ Wealth Management sold 1,040 Rockwell Automation shares in Q4 2025, an estimated $383K.
WJ Wealth Management first reported a position in Rockwell Automation in Q2 2020 and held it in 22 quarters.
WJ Wealth Management's Rockwell Automation position peaked at $691K in Q2 2025.
1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

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