Brian C. Broderick’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Buy |
36,756
+743
| +2% | +$293K | 2.43% | 14 |
|
|
2025
Q4 | $14M | Sell |
36,013
-14
| -0% | -$5.26K | 2.65% | 15 |
|
|
2025
Q3 | $12.6M | Sell |
36,027
-2,025
| -5% | -$699K | 2.39% | 17 |
|
|
2025
Q2 | $12.6M | Sell |
38,052
-6,889
| -15% | -$1.96M | 2.5% | 18 |
|
|
2025
Q1 | $11.6M | Sell |
44,941
-92
| -0.2% | -$25.6K | 2.37% | 20 |
|
|
2024
Q4 | $12.9M | Buy |
45,033
+1,510
| +3% | +$425K | 2.52% | 18 |
|
|
2024
Q3 | $11.7M | Buy |
43,523
+109
| +0.3% | +$28.9K | 2.29% | 21 |
|
|
2024
Q2 | $12M | Buy |
43,414
+458
| +1% | +$124K | 2.44% | 15 |
|
|
2024
Q1 | $12.5M | Buy |
42,956
+2,975
| +7% | +$857K | 2.67% | 15 |
|
|
2023
Q4 | $12.4M | Buy |
39,981
+1,102
| +3% | +$309K | 3.1% | 12 |
|
|
2023
Q3 | $11.1M | Sell |
38,879
-87
| -0.2% | -$26.9K | 3.06% | 13 |
|
|
2023
Q2 | $12.8M | Sell |
38,966
-366
| -0.9% | -$106K | 3.39% | 9 |
|
|
2023
Q1 | $11.5M | Buy |
39,332
+38
| +0.1% | +$10.8K | 3.24% | 12 |
|
|
2022
Q4 | $10.1M | Sell |
39,294
-10
| -0% | -$2.51K | 3% | 15 |
|
|
2022
Q3 | $8.46M | Buy |
39,304
+1,164
| +3% | +$271K | 2.64% | 15 |
|
|
2022
Q2 | $7.6M | Buy |
38,140
+638
| +2% | +$144K | 2.31% | 17 |
|
|
2022
Q1 | $10.5M | Buy |
37,502
+526
| +1% | +$151K | 2.68% | 14 |
|
|
2021
Q4 | $12.9M | Buy |
36,976
+112
| +0.3% | +$37.1K | 3.1% | 13 |
|
|
2021
Q3 | $10.8M | Sell |
36,864
-520
| -1% | -$160K | 2.89% | 12 |
|
|
2021
Q2 | $10.7M | Sell |
37,384
-27
| -0.1% | -$7.28K | 2.84% | 12 |
|
|
2021
Q1 | $9.93M | Buy |
37,411
+150
| +0.4% | +$38.3K | 2.86% | 15 |
|
|
2020
Q4 | $9.35M | Sell |
37,261
-849
| -2% | -$208K | 2.78% | 15 |
|
|
2020
Q3 | $8.41M | Buy |
38,110
+369
| +1% | +$82.4K | 2.68% | 13 |
|
|
2020
Q2 | $8.04M | Sell |
37,741
-164
| -0.4% | -$31.7K | 2.68% | 14 |
|
|
2020
Q1 | $5.72M | Buy |
37,905
+862
| +2% | +$160K | 2.26% | 17 |
|
|
2019
Q4 | $7.51M | Sell |
37,043
-123
| -0.3% | -$22.8K | 2.43% | 18 |
|
|
2019
Q3 | $6.13M | Buy |
37,166
+2,601
| +8% | +$411K | 2.11% | 22 |
|
|
2019
Q2 | $5.66M | Buy |
34,565
+437
| +1% | +$73.8K | 1.98% | 22 |
|
|
2019
Q1 | $5.99M | Buy |
34,128
+320
| +0.9% | +$54.4K | 2.14% | 21 |
|
|
2018
Q4 | $5.09M | Sell |
33,808
-35
| -0.1% | -$5.84K | 2.14% | 21 |
|
|
2018
Q3 | $6.35M | Sell |
33,843
-107
| -0.3% | -$19.2K | 2.15% | 20 |
|
|
2018
Q2 | $5.64M | Sell |
33,950
-25
| -0.1% | -$4.34K | 2.06% | 22 |
|
|
2018
Q1 | $5.92M | Sell |
33,975
-835
| -2% | -$158K | 2.22% | 22 |
|
|
2017
Q4 | $6.83M | Sell |
34,810
-4,890
| -12% | -$932K | 2.49% | 15 |
|
|
2017
Q3 | $7.08M | Buy |
39,700
+90
| +0.2% | +$15K | 2.55% | 14 |
|
|
2017
Q2 | $6.41M | Buy |
39,610
+1,400
| +4% | +$221K | 2.37% | 17 |
|
|
2017
Q1 | $5.95M | Buy |
38,210
+576
| +2% | +$86.1K | 2.43% | 16 |
|
|
2016
Q4 | $5.06M | Sell |
37,634
-100
| -0.3% | -$12.8K | 2.19% | 17 |
|
|
2016
Q3 | $4.62M | Sell |
37,734
-425
| -1% | -$49.7K | 1.97% | 19 |
|
|
2016
Q2 | $4.38M | Buy |
38,159
+4,150
| +12% | +$475K | 1.84% | 19 |
|
|
2016
Q1 | $3.87M | Buy |
34,009
+1,375
| +4% | +$139K | 1.68% | 22 |
|
|
2015
Q4 | $3.35M | Sell |
32,634
-8,757
| -21% | -$918K | 1.5% | 23 |
|
|
2015
Q3 | $4.2M | Buy |
41,391
+1,660
| +4% | +$188K | 1.95% | 19 |
|
|
2015
Q2 | $4.95M | Sell |
39,731
-721
| -2% | -$86.9K | 2.11% | 15 |
|
|
2015
Q1 | $4.69M | Buy |
40,452
+1,605
| +4% | +$180K | 1.95% | 17 |
|
|
2014
Q4 | $4.32M | Buy |
38,847
+5,163
| +15% | +$566K | 1.83% | 18 |
|
|
2014
Q3 | $3.7M | Buy |
33,684
+1,977
| +6% | +$232K | 1.65% | 22 |
|
|
2014
Q2 | $3.97M | Buy |
31,707
+2,608
| +9% | +$321K | 1.82% | 17 |
|
|
2014
Q1 | $3.62M | Hold |
29,099
| – | – | 1.78% | 21 |
|
|
2013
Q4 | $3.44M | Buy |
29,099
+3,510
| +14% | +$390K | 1.71% | 21 |
|
|
2013
Q3 | $2.74M | Buy |
25,589
+3,205
| +14% | +$313K | 1.53% | 21 |
|
|
2013
Q2 | $1.86M | Buy |
+22,384
| New | +$1.93M | 1.11% | 29 |
|
Other funds holding ROK
VCM
VPM
Brian C. Broderick's ROK Position: Q1 2026 in Review
Brian C. Broderick increased its Rockwell Automation (ROK) stake by 2.1% in Q1 2026, buying an estimated $293K and bringing the position to 36,756 shares worth $13.2M. The position accounts for 2.43% of the portfolio, ranked #14.
Brian C. Broderick first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $14M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Brian C. Broderick held 36,756 shares of Rockwell Automation worth $13.2M as of Q1 2026.
- Brian C. Broderick bought 743 Rockwell Automation shares in Q1 2026, an estimated $293K.
- Rockwell Automation made up 2.43% of Brian C. Broderick's portfolio in Q1 2026, its #14 holding.
- Brian C. Broderick first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
- Brian C. Broderick's Rockwell Automation position peaked at $14M in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.