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ZACKS INVESTMENT MANAGEMENT

Position in ROK — Rockwell Automation, Inc

CIK 1086483 Chicago, IL

Position in ROK

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$2,826,538
+$636,853 QoQ
Shares Held
7,876
+39.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $316,437,021 across 11 Specialty Industrial Machinery names. ROK ranks #7 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 ROK
Rockwell Automation, Inc
This page
7,876 $2,826,538

All Filings in ROK

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,826,538 7,876
2025-12-31 $2,189,685 5,628
2024-03-31 $2,800,263 9,612
2023-12-31 $13,156,590 42,375
2023-09-30 $12,361,876 43,243
2023-06-30 $14,223,344 43,173
2023-03-31 $9,618,410 32,777
2022-12-31 $7,950,413 30,867
2022-09-30 $6,550,744 30,453
2022-06-30 $6,171,434 30,964
2022-03-31 $8,260,324 29,498
2021-12-31 $9,679,192 27,746
2021-09-30 $7,971,718 27,111
2021-06-30 $7,545,779 26,382
2021-03-31 $6,519,471 24,561
2020-12-31 $6,302,353 25,128
2020-09-30 $1,802,955 8,170