ROK ROCKWELL AUTOMATION INC CMN

Ownership history in FORA Capital, LLC  ·  14 quarters on record

AI Ownership Summary

FORA Capital, LLC reported ROCKWELL AUTOMATION INC CMN (ROK) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.76% in 2024 Q2. The latest visible filing shows ROK at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORA Capital, LLC's position in ROCKWELL AUTOMATION INC CMN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ROK was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORA Capital, LLC held ROK — position size vs. price
% of Fund (quarterly)    ROK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,158 -2,614 -69.3% 0.07% $405K 2025-11-13 $376.99
2024 Q4 REDUCED 3,772 -13,150 -77.7% 0.12% $1.1M 2025-02-14 $288.66
2024 Q3 REDUCED 16,922 -5,866 -25.7% 0.53% $4.5M 2024-11-13 $279.70
2024 Q2 REDUCED 22,788 -1,943 -7.9% 0.76% $6.3M 2024-08-13 $254.01
2024 Q1 ADDED 24,731 +9,582 +63.3% 0.59% $7.2M 2024-05-02 $261.08
2023 Q4 REDUCED 15,149 -418 -2.7% 0.40% $4.7M 2024-02-14 $269.44
2023 Q3 ADDED 15,567 +6,802 +77.6% 0.39% $4.5M 2023-11-13 $251.56
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORA Capital, LLC and ROK

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORA Capital, LLC reported owning ROK?

FORA Capital, LLC reported ROK across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ROK position in FORA Capital, LLC's portfolio?

The largest reported portfolio weight for ROK was 0.76% in 2024 Q2.

What is the latest reported ROK position on this page?

The most recent filing on this page is 2025 Q3, when FORA Capital, LLC reported 1,158 shares, equal to 0.07% of portfolio, with an estimated market value of $405K.

What does the chart on this ROK ownership page compare?

The chart compares FORA Capital, LLC's quarterly ROK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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