ROK β€” ROCKWELL AUTOMATION INC

Ownership history in Sender Co & Partners, Inc.  Β·  3 quarters on record

AI Ownership Summary

Sender Co & Partners, Inc. reported ROCKWELL AUTOMATION INC (ROK) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.24% in 2025 Q1. 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.

What this ROK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sender Co & Partners, 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 Q3

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

High-water mark
Peak Conviction
0.24% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Sender Co & Partners, Inc. held ROK β€” position size vs. price
% of Fund (quarterly)    ROK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,899 +946 +99.3% 0.07% $664K 2025-11-17 $368.82
2025 Q2 REDUCED 953 -785 -45.2% 0.09% $317K 2025-08-15 $338.55
2025 Q1 INITIATED 1,738 β€” β€” 0.24% $449K 2025-05-16 $304.38

FAQ About Sender Co & Partners, 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 Sender Co & Partners, Inc. reported owning ROK?

Sender Co & Partners, Inc. reported ROK across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ROK position in Sender Co & Partners, Inc.'s portfolio?

The largest reported portfolio weight for ROK was 0.24% in 2025 Q1.

What is the latest reported ROK position on this page?

The most recent filing on this page is 2025 Q3, when Sender Co & Partners, Inc. reported 1,899 shares, equal to 0.07% of portfolio, with an estimated market value of $664K.

What does the chart on this ROK ownership page compare?

The chart compares Sender Co & Partners, 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.

← Back to Sender Co & Partners, Inc. Holdings