ROK — ROCKWELL AUTOMATION

Ownership history in Dempze Nancy E  ·  41 quarters on record

This page tracks every 13F SEC filing in which Dempze Nancy E reported a position in ROCKWELL AUTOMATION (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
3.25% (2023 Q2)
Avg. % of fund
2.01%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,435 -85 -0.7% 2.32% $4.4M $387.72
2025 Q3 REDUCED 11,520 -779 -6.3% 2.21% $4.0M $347.05
2025 Q2 REDUCED 12,299 -1,590 -11.4% 2.36% $4.1M $328.55
2025 Q1 ADDED 13,889 +255 +1.9% 2.15% $3.6M $254.48
37 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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