Bedell Frazier Investment Counselling, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1388142 Walnut Creek, CA

Back to ROK Full portfolio

Position in ROK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,170,544

-$358,230 QoQ

Shares Held

11,621

-0.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

Bedell Frazier Investment Counselling, LLC holds $9,774,377 across 3 Specialty Industrial Machinery names. ROK ranks #2 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	14,872	$5,319,268
2	ROK	Rockwell Automation, Inc This page	11,621	$4,170,544
3	GEV	GE Vernova Inc.	326	$284,565

All Filings in ROK

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,170,544	11,621	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$4,528,774	11,640	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$4,169,543	11,929	-25.6%	Shares	Sole	2025-11-12
2025-06-30	$5,324,352	16,029	-1.3%	Shares	Sole	2025-08-11
2025-03-31	$4,194,282	16,233	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$4,630,655	16,203	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.