LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in ROK — Rockwell Automation, Inc
CIK 932974
BOSTON, MA
Position in ROK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$7,683,620
-$905,878 QoQ
Shares Held
21,410
-3.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.19757122839795.ToString("F0")%
Shared 0.ToString("F0")%
None 2.802428771602055.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $213,790,591 across 16 Specialty Industrial Machinery names. ROK ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
204,952 | $183,481,228 | |
| 2 | ITW |
Illinois Tool Works Inc
|
35,945 | $9,356,124 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
21,410 | $7,683,620 | |
| 4 | CMI |
Cummins Inc
|
7,517 | $4,044,296 | |
| 5 | GEV |
GE Vernova Inc.
|
2,420 | $2,112,418 | |
| 6 | GNRC |
Generac Holdings Inc.
|
8,655 | $1,690,581 | |
| 7 | EMR |
Emerson Electric Co
|
8,671 | $1,136,074 | |
| 8 | XYL |
Xylem Inc.
|
7,900 | $944,050 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,683,620 | 21,410 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,589,498 | 22,077 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,987,809 | 22,853 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,506,541 | 25,609 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,622,537 | 25,631 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,325,083 | 25,631 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,880,898 | 25,631 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,059,555 | 25,645 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,125,931 | 24,460 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,491,882 | 24,130 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,850,874 | 23,965 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,822,131 | 23,743 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,961,514 | 23,723 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,110,333 | 23,723 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $5,103,054 | 23,723 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,733,014 | 23,747 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,649,872 | 23,747 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $7,858,892 | 22,528 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,655,007 | 22,633 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,344,781 | 22,183 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,960,720 | 22,456 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,635,449 | 22,469 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,954,486 | 22,451 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,782,063 | 22,451 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,428,524 | 22,719 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||