Birch Hill Investment Advisors LLC
Position in ROK — Rockwell Automation, Inc
CIK 1424177
Boston, MA
Position in ROK
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$67,731,422
-$7,266,878 QoQ
Shares Held
188,730
-2.1% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Birch Hill Investment Advisors LLC holds $135,110,357 across 8 Specialty Industrial Machinery names. ROK ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
188,730 | $67,731,422 | |
| 2 | WTS |
Watts Water Technologies Inc
|
189,310 | $54,954,799 | |
| 3 | EMR |
Emerson Electric Co
|
29,363 | $3,847,140 | |
| 4 | IR |
Ingersoll Rand Inc.
|
33,090 | $2,651,170 | |
| 5 | ITW |
Illinois Tool Works Inc
|
8,763 | $2,280,921 | |
| 6 | DOV |
DOVER Corp
|
7,605 | $1,585,262 | |
| 7 | GEV |
GE Vernova Inc.
|
1,694 | $1,478,692 | |
| 8 | OTIS |
Otis Worldwide Corp
|
7,537 | $580,951 |
All Filings in ROK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,731,422 | 188,730 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $74,998,300 | 192,763 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $68,421,546 | 195,753 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,554,081 | 197,351 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $51,123,841 | 197,863 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $56,532,977 | 197,813 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $53,194,812 | 198,148 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $54,725,664 | 198,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $57,209,054 | 196,372 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $58,957,668 | 189,892 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $49,446,362 | 172,968 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $56,358,023 | 171,067 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $50,190,807 | 171,037 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $45,084,022 | 175,036 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $36,586,769 | 170,084 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $32,212,681 | 161,621 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,977,253 | 17,774 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $6,803,621 | 19,503 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,755,244 | 19,573 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,603,989 | 19,593 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,195,457 | 19,573 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,030,557 | 8,096 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,756,833 | 7,961 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,655,436 | 7,772 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||