Northwest & Ethical Investments L.P.
Position in ROK — Rockwell Automation, Inc
CIK 2033536
TORONTO, A6
Position in ROK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,115,399
-$5,779,699 QoQ
Shares Held
3,108
-82.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Northwest & Ethical Investments L.P. holds $64,656,187 across 11 Specialty Industrial Machinery names. ROK ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
208,173 | $24,876,673 | |
| 2 | AOS |
Smith A O Corp
|
256,626 | $16,921,918 | |
| 3 | ETN |
Eaton Corp plc
|
35,355 | $12,645,422 | |
| 4 | ITW |
Illinois Tool Works Inc
|
8,881 | $2,311,635 | |
| 5 | GGG |
Graco Inc
|
22,899 | $1,938,400 | |
| 6 | IR |
Ingersoll Rand Inc.
|
22,967 | $1,840,116 | |
| 7 | GEV |
GE Vernova Inc.
|
1,989 | $1,736,198 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
3,108 | $1,115,399 |
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,399 | 3,108 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,895,098 | 17,722 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,763,749 | 16,490 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,477,483 | 16,490 | Shares | Sole | 2025-08-13 | |
| 2023-09-30 | $12,727,790 | 44,523 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $16,666,216 | 50,588 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $17,753,138 | 60,498 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $15,582,469 | 60,498 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $13,013,724 | 60,498 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $19,126,385 | 95,963 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $22,265,745 | 79,512 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $25,259,879 | 72,409 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $21,291,142 | 72,409 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $19,873,241 | 69,482 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $14,441,794 | 54,407 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $15,046,593 | 59,992 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $10,406,386 | 47,156 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $10,105,785 | 47,445 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $7,720,857 | 51,162 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||