ROK — ROCKWELL AUTOMATION INC. COMMON STOCK

Ownership history in Broderick Brian C  ·  69 quarters on record

This page tracks every 13F SEC filing in which Broderick Brian C reported a position in ROCKWELL AUTOMATION INC. COMMON STOCK (ROK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.39% (2023 Q2)
Avg. % of fund
1.84%
First filed
2006 Q4
Last filed
2025 Q4
Quarters held
69
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,013 -14 -0.0% 2.65% $14.0M $387.72
2025 Q3 REDUCED 36,027 -2,025 -5.3% 2.39% $12.6M $347.05
2025 Q2 REDUCED 38,052 -6,889 -15.3% 2.50% $12.6M $328.55
2025 Q1 REDUCED 44,941 -92 -0.2% 2.37% $11.6M $254.48
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROK price (monthly, adj. close)

Other funds also holding ROK

As of 2025 Q4 — sorted by position size

Drystone LLC 3Y 8.57% Fullerton Fund Management Co Ltd. 3Y 7Y 7.88% Core Wealth Partners LLC 3Y 7.31% Kampmann Melissa S. 3.84% Baker Chad R 3Y 7Y 3.67% Reynders McVeigh Capital Management, LLC 3Y 7Y 3.61% Delaney Dennis R 3Y 7Y 3.56% M. Kraus & Co 3Y 7Y 3.49% WATERS PARKERSON & CO., LLC 3Y 7Y 3.22% Birch Hill Investment Advisors LLC 3Y 7Y 3.13%
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