LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in ROK — Rockwell Automation, Inc
CIK 932974
BOSTON, MA
Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,668,974
+$2,985,354 QoQ
Shares Held
21,550
+0.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#298
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $237,462,284 across 16 Specialty Industrial Machinery names. ROK ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
204,898 | $200,414,831 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
21,550 | $10,668,974 | |
| 3 | ITW |
Illinois Tool Works Inc
|
33,870 | $9,160,818 | |
| 4 | CMI |
Cummins Inc
|
7,517 | $5,361,199 | |
| 5 | GEV |
GE Vernova Inc.
|
2,340 | $2,749,172 | |
| 6 | GNRC |
Generac Holdings Inc.
|
8,655 | $2,534,270 | |
| 7 | EMR |
Emerson Electric Co
|
11,096 | $1,588,392 | |
| 8 | ETN |
Eaton Corp plc
|
2,642 | $1,125,809 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,668,974 | 21,550 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||