ROK — ROCKWELL AUTOMATION INC

Ownership history in L. Roy Papp & Associates, LLP  ·  35 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported ROCKWELL AUTOMATION INC (ROK) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows ROK at 0.93% 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 L. Roy Papp & Associates, LLP's position in ROCKWELL AUTOMATION INC, 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
2026 Q1

ROK was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

ROK stock page L. Roy Papp & Associates, LLP fund profile L. Roy Papp & Associates, LLP full holdings
How L. Roy Papp & Associates, LLP held ROK — position size vs. price
% of Fund (quarterly)    ROK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,376 -92 -0.4% 0.93% $8.0M 2026-04-14 $406.08
2025 Q4 ADDED 22,468 +236 +1.1% 0.97% $8.7M 2026-01-28 $413.46
2025 Q3 ADDED 22,232 +1,202 +5.7% 0.87% $7.8M 2025-10-09 $340.36
2025 Q2 ADDED 21,030 +2,579 +14.0% 0.83% $7.0M 2025-07-24 $353.12
2025 Q1 ADDED 18,451 +445 +2.5% 0.58% $4.8M 2025-04-10 $226.68
2024 Q4 ADDED 18,006 +608 +3.5% 0.60% $5.1M 2025-01-29 $273.47
2024 Q3 ADDED 17,398 +645 +3.9% 0.57% $4.7M 2024-10-24 $261.26
2024 Q2 ADDED 16,753 +426 +2.6% 0.56% $4.6M 2024-07-24 $255.52
2024 Q1 ADDED 16,327 +555 +3.5% 0.57% $4.8M 2024-04-15 $276.41
2023 Q4 ADDED 15,772 +1,644 +11.6% 0.61% $4.9M 2024-01-19 $292.08
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ROK

As of 2026 Q1 — sorted by position size

DIVERSIFIED MANAGEMENT INC 7.39% HALL LAURIE J TRUSTEE 3Y 7Y 2.24% Bill Few Associates, Inc. 3Y 1.23% Roberts Wealth Advisors, LLC 3Y 1.23% Talbot Financial, LLC 3Y 1.0% JACOBS & CO/CA 3Y 7Y 0.96% KWMG, LLC 3Y 7Y 0.66% Agate Pass Investment Management, LLC 3Y 0.6% Hamrick Investment Counsel, llc 0.57% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 0.57%

FAQ About L. Roy Papp & Associates, LLP and ROK

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

How long has L. Roy Papp & Associates, LLP reported owning ROK?

L. Roy Papp & Associates, LLP reported ROK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ROK position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for ROK was 0.97% in 2025 Q4.

What is the latest reported ROK position on this page?

The most recent filing on this page is 2026 Q1, when L. Roy Papp & Associates, LLP reported 22,376 shares, equal to 0.93% of portfolio, with an estimated market value of $8.0M.

What does the chart on this ROK ownership page compare?

The chart compares L. Roy Papp & Associates, LLP'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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