Ownership history in Dynamic Advisor Solutions LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ROCKWELL AUTOMATION INC (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,015 | +32 | +3.3% | 0.01% | $355K | $347.05 |
| 2025 Q2 | ADDED | 983 | +7 | +0.7% | 0.01% | $327K | $328.55 |
| 2025 Q1 | REDUCED | 976 | -9 | -0.9% | 0.01% | $252K | $254.48 |
| 2024 Q4 | REDUCED | 985 | -340 | -25.7% | 0.01% | $281K | $280.22 |
| 2024 Q3 | REDUCED | 1,325 | -79 | -5.6% | 0.01% | $356K | $262.02 |
| 2024 Q2 | REDUCED | 1,404 | -59 | -4.0% | 0.01% | $387K | $267.38 |
| 2024 Q1 | ADDED | 1,463 | +138 | +10.4% | 0.01% | $426K | $281.66 |
| 2023 Q4 | ADDED | 1,325 | +8 | +0.6% | 0.02% | $404K | $298.84 |
| 2023 Q3 | ADDED | 1,317 | +275 | +26.4% | 0.02% | $376K | $273.82 |
| 2023 Q2 | ADDED | 1,042 | +36 | +3.6% | 0.02% | $343K | $314.32 |
As of 2025 Q4 — sorted by position size