ROK β€” ROCKWELL AUTOMATION INC

Ownership history in L & S Advisors Inc  Β·  11 quarters on record

AI Ownership Summary

L & S Advisors Inc reported ROCKWELL AUTOMATION INC (ROK) in 11 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q4. The latest visible filing shows ROK at 0.85% 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 & S Advisors Inc'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
2025 Q4

ROK was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% 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
2024 Q4 to 2025 Q4

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 L & S Advisors Inc held ROK β€” position size vs. price
% of Fund (quarterly)    ROK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,627 -881 -3.6% 0.85% $9.2M 2026-02-14 (Est.) $393.01
2025 Q3 REDUCED 24,508 -232 -0.9% 0.82% $8.6M 2025-11-07 $370.84
2025 Q2 ADDED 24,740 +13 +0.1% 0.81% $8.2M 2025-08-08 $329.60
2024 Q4 ADDED 24,727 +6,162 +33.2% 0.77% $7.1M 2025-02-12 $296.07
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L & S Advisors Inc 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 & S Advisors Inc reported owning ROK?

L & S Advisors Inc reported ROK across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ROK position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for ROK was 0.85% in 2025 Q4.

What is the latest reported ROK position on this page?

The most recent filing on this page is 2025 Q4, when L & S Advisors Inc reported 23,627 shares, equal to 0.85% of portfolio, with an estimated market value of $9.2M.

What does the chart on this ROK ownership page compare?

The chart compares L & S Advisors Inc'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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