Rockwell Automation, Inc.
US ˙ NYSE ˙ US7739031091

SecurityROK / Rockwell Automation, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,070 shares
Latest Disclosed Value $ 742,882
IFP Advisors, Inc reports 9.29% increase in ownership of ROK / Rockwell Automation, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,070 shares of Rockwell Automation, Inc. (US:ROK) valued at $742,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,894 shares of Rockwell Automation, Inc.. This represents a change in shares of 9.29% during the quarter. The current value of the position is $955,781 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ROCKWELL AUTOMATION cs 773903109 2,070 176 9.29 743 0.82 0.0154
2026-02-06 2025-12-31 13F ROCKWELL AUTOMATION cs 773903109 1,894 152 8.73 737 21.05 0.0165
2026-02-06 2025-09-30 13F/A-1 ROCKWELL AUTOMATION cs 773903109 1,742 315 22.07 609 27.73 0.0158
2025-12-02 2025-09-30 13F ROCKWELL AUTOMATION cs 773903109 1,603 176 659 0.0170
2025-07-24 2025-06-30 13F ROCKWELL AUTOMATION cs 773903109 1,427 37 2.66 476 31.13 0.0135
2025-05-05 2025-03-31 13F ROCKWELL AUTOMATION cs 773903109 1,390 -37 -2.59 364 -12.11 0.0112
2025-02-04 2024-12-31 13F ROCKWELL AUTOMATION cs 773903109 1,427 -108 -7.04 413 0.24 0.0135
2025-02-04 2024-09-30 13F ROCKWELL AUTOMATION cs 773903109 1,535 192 14.30 412 11.65 0.0149
2024-07-30 2024-06-30 13F ROCKWELL AUTOMATION cs 773903109 1,343 82 6.50 370 0.54 0.0147
2024-07-30 2024-03-31 13F ROCKWELL AUTOMATION cs 773903109 1,261 -128 -9.22 367 -14.85 0.0161
2024-01-09 2023-12-31 13F ROCKWELL AUTOMATION cs 773903109 1,389 134 10.68 431 20.39 0.0204
2023-10-12 2023-09-30 13F ROCKWELL AUTOMATION cs 773903109 1,255 190 17.84 359 2.29 0.0161
2023-08-14 2023-06-30 13F/A-1 ROCKWELL AUTOMATION cs 773903109 1,065 -149 -12.27 351 163.16 0.0147
2023-08-04 2023-06-30 13F ROCKWELL AUTOMATION cs 773903109 1,065 -149 117 0.0054
2023-04-18 2023-03-31 13F ROCKWELL AUTOMATION cs 773903109 1,214 -2,249 -64.94 134 0.0058
2023-02-07 2022-12-31 13F ROCKWELL AUTOMATION cs 773903109 3,463 -5,945 -63.19 0 -100.00 0.0105
2022-11-08 2022-09-30 13F ROCKWELL AUTOMATION cs 773903109 9,408 124 1.34 1,081 2.56 0.0282
2022-09-06 2022-06-30 13F/A-1 ROCKWELL AUTOMATION cs 773903109 9,284 0 0.00 1,054 0.00 0.0338
2022-09-06 2022-03-31 13F/A-1 ROCKWELL AUTOMATION cs 773903109 9,284 2,512 37.09 1,054 -55.24 0.0338
2022-08-08 2022-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 8,015 1,243 910 0.0186
2022-01-12 2021-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,772 54 0.80 2,355 19.36 0.0460
2021-10-06 2021-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,718 90 1.36 1,973 3.62 0.0395
2021-07-13 2021-06-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,628 202 3.14 1,904 12.00 0.0394
2021-04-30 2021-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,426 739 12.99 1,700 16.60 0.0331
2021-01-25 2020-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 5,687 281 5.20 1,458 21.80 0.0591
2020-10-29 2020-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 5,406 216 4.16 1,197 10.63 0.0715
2020-08-05 2020-06-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 5,190 -1,293 -19.94 1,082 5.05 0.0857
2020-05-12 2020-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,483 1,492 29.89 1,030 2.08 0.1039
2020-01-17 2019-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,991 2,893 137.89 1,009 189.11 0.0758
2019-11-07 2019-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 2,098 2,002 2,085.42 349 2,081.25 0.0234
2019-05-15 2019-03-31 13F ROCKWELL AUTOMATION Stock 773903109 96 -206 -68.21 16 -64.44 0.0022
2019-06-03 2018-12-31 13F/A-10 ROCKWELL AUTOMATION INC COM Stock 773903109 302 -516 -63.08 45 -70.59 0.0027
2019-01-23 2018-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 302 -516 45 0.0027
2019-06-03 2018-09-30 13F/A-9 ROCKWELL AUTOMATION INC COM Stock 773903109 818 42 5.41 153 18.60 0.0062
2018-10-25 2018-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 818 42 153 0.0062
2019-06-03 2018-06-30 13F/A-8 ROCKWELL AUTOMATION INC COM Stock 773903109 776 -11 -1.40 129 -16.77 0.0054
2018-08-07 2018-06-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 776 6 129
2019-06-03 2018-03-31 13F/A-7 ROCKWELL AUTOMATION INC COM Stock 773903109 787 0 0.00 155 0.00 0.0070
2018-05-09 2018-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 770 -17 134
2019-06-03 2017-12-31 13F/A-6 ROCKWELL AUTOMATION INC COM Stock 773903109 787 -4,020 -83.63 155 -81.91 0.0070
2018-01-24 2017-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 787 -4,020 155
2017-10-30 2017-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,807 -2,055 -29.95 857 -22.86 0.0340
2019-06-03 2017-06-30 13F/A-5 ROCKWELL AUTOMATION INC COM Stock 773903109 6,862 494 7.76 1,111 12.00 0.0471
2017-07-31 2017-06-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,862 494 1,111
2019-06-03 2017-03-31 13F/A-4 ROCKWELL AUTOMATION INC COM Stock 773903109 6,368 97 1.55 992 17.67 0.0432
2017-04-26 2017-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,368 97 992
2019-06-03 2016-12-31 13F/A-3 ROCKWELL AUTOMATION INC COM Stock 773903109 6,271 1,391 28.50 843 41.21 0.0407
2017-02-14 2016-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 6,271 1,391 843
2016-11-04 2016-09-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,880 30 0.62 597 7.18 0.0310
2019-06-03 2016-06-30 13F/A-2 ROCKWELL AUTOMATION INC COM Stock 773903109 4,850 4,754 4,952.08 557 3,381.25 0.0311
2016-08-22 2016-06-30 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,850 4,754 557
2019-06-03 2016-03-31 13F/A-1 ROCKWELL AUTOMATION Stock 773903109 96 -4,710 -98.00 16 -96.75 0.0022
2016-05-02 2016-03-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,794 -12 545
2016-02-11 2015-12-31 13F ROCKWELL AUTOMATION INC COM Stock 773903109 4,806 4,806 493 0.0331
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.