TRILLIUM ASSET MANAGEMENT, LLC

Position in ROK — Rockwell Automation, Inc

CIK 884541 BOSTON, MA

Back to ROK Full portfolio

Position in ROK

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

Position Value

$22,846,456

+$17,900,372 QoQ

Shares Held

46,147

+234.8% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#196

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $88,194,976 across 5 Specialty Industrial Machinery names. ROK ranks #3 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	94,059	$40,080,421
2	XYL	Xylem Inc.	203,219	$24,022,517
3	ROK	Rockwell Automation, Inc This page	46,147	$22,846,456
4	GEV	GE Vernova Inc.	701	$823,576
5	EMR	Emerson Electric Co	2,948	$422,006

All Filings in ROK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,846,456	46,147	+234.8%	Shares	Defined	2026-08-11
2026-03-31	$4,946,084	13,782	+425.8%	Shares	Defined	2026-05-11
2025-12-31	$1,019,752	2,621	-17.0%	Shares	Defined	2026-02-13
2025-09-30	$1,103,116	3,156	-15.6%	Shares	Defined	2025-11-14
2025-06-30	$1,242,315	3,740	-88.2%	Shares	Defined	2025-08-06
2025-03-31	$8,167,391	31,610	-51.4%	Shares	Defined	2025-05-13
2024-12-31	$18,584,352	65,028	-3.7%	Shares	Defined	2025-02-11
2024-09-30	$18,128,298	67,527	+3.9%	Shares	Defined	2024-11-07
2024-06-30	$17,887,143	64,978	+62.1%	Shares	Defined	2024-08-08
2024-03-31	$11,676,506	40,080	-0.3%	Shares	Other	2024-05-09
2023-12-31	$12,485,331	40,213	-19.1%	Shares	Other	2024-02-08
2023-09-30	$14,206,594	49,696	-2.0%	Shares	Defined	2023-11-08
2023-06-30	$16,704,761	50,705	-27.7%	Shares	Defined	2023-08-10
2023-03-31	$20,588,745	70,161	-1.8%	Shares	Defined	2023-05-09
2022-12-31	$18,406,466	71,462	-3.3%	Shares	Other	2023-02-08
2022-09-30	$15,896,197	73,898	-1.5%	Shares	Other	2022-11-09
2022-06-30	$14,953,630	75,027	+14.6%	Shares	Other	2022-08-08
2022-03-31	$18,340,284	65,494	-13.2%	Shares	Defined	2022-05-04
2021-12-31	$26,321,430	75,452	+3.4%	Shares	Defined	2022-02-08
2021-09-30	$21,450,217	72,950	+4.7%	Shares	Other	2021-11-12
2021-06-30	$19,923,294	69,657	+5.8%	Shares	Other	2021-11-12
2021-03-31	$17,483,205	65,865	+18.1%	Shares	Defined	2021-05-10
2020-12-31	$13,986,920	55,767	+2.5%	Shares	Other	2021-02-12
2020-09-30	$12,003,005	54,391	-11.0%	Shares	Other	2020-11-09
2020-06-30	$13,017,282	61,114	+9.2%	Shares	Sole	2020-08-06
2020-03-31	$8,443,414	55,950	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.