PUZO MICHAEL J

Position in ROK — Rockwell Automation, Inc

CIK 1053914 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$12,629,983

+$3,268,601 QoQ

Shares Held

25,511

-2.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

#276

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 49% Shared 51% None 0%

Industrials · as of Jun 30, 2026

PUZO MICHAEL J holds $21,554,797 across 4 Specialty Industrial Machinery names. ROK ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	25,511	$12,629,983
2	XYL	Xylem Inc.	65,331	$7,722,774
3	EMR	Emerson Electric Co	6,987	$1,000,188
4	DOV	DOVER Corp	900	$201,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,629,983	25,511	-2.2%	Shares	Sole	2026-08-11
2026-03-31	$9,361,382	26,085	-2.9%	Shares	Sole	2026-05-07
2025-12-31	$10,453,141	26,867	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$9,450,237	27,037	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$9,287,801	27,961	-16.3%	Shares	Sole	2025-07-23
2025-03-31	$8,628,080	33,393	-0.5%	Shares	Sole	2025-04-21
2024-12-31	$9,593,682	33,569	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$9,105,893	33,919	+2.0%	Shares	Sole	2024-11-12
2024-06-30	$9,154,985	33,257	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$9,665,745	33,178	+9.1%	Shares	Sole	2024-05-13
2023-12-31	$9,444,490	30,419	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$8,647,851	30,251	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$9,881,850	29,995	+2.0%	Shares	Sole	2023-08-11
2023-03-31	$8,626,548	29,397	+6.8%	Shares	Sole	2023-05-11
2022-12-31	$7,090,642	27,529	-1.0%	Shares	Sole	2023-02-09
2022-09-30	$5,981,561	27,807	+0.2%	Shares	Sole	2022-11-08
2022-06-30	$5,531,049	27,751	+3.2%	Shares	Defined	2022-07-19
2022-03-31	$7,531,684	26,896	+1.0%	Shares	Sole	2022-05-17
2021-12-31	$9,290,571	26,632	+0.7%	Shares	Sole	2022-02-08
2021-09-30	$7,778,533	26,454	-0.6%	Shares	Sole	2021-11-10
2021-06-30	$7,615,567	26,626	+3.4%	Shares	Sole	2021-08-09
2021-03-31	$6,836,406	25,755	+0.9%	Shares	Sole	2021-05-17
2020-12-31	$6,403,427	25,531	-1.2%	Shares	Sole	2021-02-16
2020-09-30	$5,700,161	25,830	-0.2%	Shares	Sole	2020-10-28
2020-06-30	$5,510,736	25,872	+2.8%	Shares	Sole	2020-07-28
2020-03-31	$3,799,005	25,174	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.