ROK

Rockwell Automation Inc

Latest period2024 - Q4Total superinvestors159

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 159 superinvestors own shares of Rockwell Automation Inc (ROK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Rockwell Automation Inc (ROK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Rockwell Automation Inc (ROK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Rockwell Automation Inc (ROK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.85%
0.66%
$22.769M
79,669 shares@ 285.8 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Decreased -2.11%
0.81%
$13.153M
46,022 shares@ 285.8 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -0.37%
0.4%
$7.828M
27,392 shares@ 285.8 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -1.36%
0.01%
$4.79M
17,845 shares@ 268.45 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Decreased -0.11%
1.2%
$4.263M
14,915 shares@ 285.8 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -0.5%
0.04%
$3.235M
11,321 shares@ 285.8 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -3.07%
0.37%
$1.424M
4,982 shares@ 285.78 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -4.53%
0.03%
$1.403M
4,908 shares@ 285.79 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -24.06%
0.09%
$1.301M
4,553 shares@ 285.82 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -7.21%
0.16%
$1.161M
4,061 shares@ 285.79 avg price