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
Brad Van Aken@Agate Pass Investment Management, Llc
Recent Activity
New Position
0.35%
$773,062
2,705 shares@ 285.8 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
New Position
0.03%
$290,648
1,017 shares@ 285.79 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
New Position
0.04%
$237,206
830 shares@ 285.8 avg price
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
New Position
0.07%
$206,055
721 shares@ 285.8 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
New Position
0.06%
$200,053
700 shares@ 285.79 avg price
Kelly J Rusch@Steph & Co
Recent Activity
New Position
0.05%
$123,175
431 shares@ 285.79 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.03%
$90,310
316 shares@ 285.8 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$1,429
5 shares@ 285.8 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
New Position
0.01%
$1,143
4 shares@ 285.75 avg price
Timothy Monaco@Sugar Maple Asset Management, Llc
Recent Activity
New Position
0.01%
$286
1 shares@ 286.0 avg price