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WR Wealth Planners’s Rockwell Automation ROK Stock Holding History

WR Wealth Planners’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
2024
Q4 		$817K Buy
2,860
+429
+18% +$121K 0.26% 57
2024
Q3 		$653K Buy
2,431
+95
+4% +$25.2K 0.18% 87
2024
Q2 		$643K Buy
2,336
+1,067
+84% +$288K 0.2% 83
2024
Q1 		$370K Sell
1,269
-15
-1% -$4.32K 0.12% 116
2023
Q4 		$399K Buy
1,284
+146
+13% +$40.9K 0.15% 125
2023
Q3 		$325K Buy
1,138
+39
+4% +$12.1K 0.12% 131
2023
Q2 		$362K Buy
1,099
+38
+4% +$11K 0.14% 116
2023
Q1 		$311K Buy
1,061
+74
+7% +$21K 0.13% 123
2022
Q4 		$254K Sell
987
-271
-22% -$68K 0.16% 99
2022
Q3 		$271K Sell
1,258
-122
-9% -$28.4K 0.19% 83
2022
Q2 		$275K Buy
1,380
+29
+2% +$6.55K 0.18% 94
2022
Q1 		$378K Buy
+1,351
New +$388K 0.23% 74

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WR Wealth Planners's ROK Position: Q4 2024 in Review

WR Wealth Planners increased its Rockwell Automation (ROK) stake by 18% in Q4 2024, buying an estimated $121K and bringing the position to 2,860 shares worth $817K. The position accounts for 0.26% of the portfolio, ranked #57.

WR Wealth Planners first reported a position in ROK in Q1 2022 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • WR Wealth Planners held 2,860 shares of Rockwell Automation worth $817K as of Q4 2024.
  • WR Wealth Planners bought 429 Rockwell Automation shares in Q4 2024, an estimated $121K.
  • Rockwell Automation made up 0.26% of WR Wealth Planners's portfolio in Q4 2024, its #57 holding.
  • WR Wealth Planners first reported a position in Rockwell Automation in Q1 2022 and has held it in 12 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.