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
Todd Wilcox@S.e.e.d. Planning Group Llc
Recent Activity
Decreased -0.25%
0.19%
$559,152
1,957 shares@ 285.72 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -4.02%
0.02%
$551,860
1,931 shares@ 285.79 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 20.93%
0.01%
$545,001
1,907 shares@ 285.79 avg price
Paige Johnson Roth@Pine Haven Investment Counsel, Inc
Recent Activity
0.45%
$538,143
1,883 shares@ 285.8 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 1.43%
0.04%
$488,557
1,709 shares@ 285.88 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.03%
$486,129
1,701 shares@ 285.8 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -0.54%
0.07%
$473,010
1,655 shares@ 285.81 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
0.24%
$467,838
1,637 shares@ 285.79 avg price
Carly Flanigan@O'keefe Stevens Advisory, Inc.
Recent Activity
0.15%
$457,264
1,600 shares@ 285.79 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -5.17%
0.02%
$455,494
1,594 shares@ 285.76 avg price