Richard C. Young & CO., LTD.

SEC CIK: 0001387304
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

ROK holding history

Rockwell Automation, Inc in every 13F filed by Richard C. Young & CO., LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROK overview All 13F holders of ROK Full Q2 2026 holdings

Shares (Q2 2026): 6,034
Value: $2.99M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of ROK by Richard C. Young & CO., LTD., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,034	$2.99M	0.2%	−88−1.4%	Reduced	Holders
Q1 2026	6,122	$2.20M	0.2%	−35−0.6%	Reduced	Holders
Q4 2025	6,157	$2.40M	0.2%	−44−0.7%	Reduced	Holders
Q3 2025	6,201	$2.17M	0.2%	−232−3.6%	Reduced	Holders
Q2 2025	6,433	$2.14M	0.2%	−58−0.9%	Reduced	Holders
Q1 2025	6,491	$1.68M	0.2%	−117−1.8%	Reduced	Holders
Q4 2024	6,608	$1.89M	0.2%	−553−7.7%	Reduced	Holders
Q3 2024	7,161	$1.92M	0.2%	−4,346−37.8%	Reduced	Holders
Q2 2024	11,507	$3.17M	0.4%	−6,525−36.2%	Reduced	Holders
Q1 2024	18,032	$5.25M	0.7%	−372−2.0%	Reduced	Holders
Q4 2023	18,404	$5.71M	0.8%	−186−1.0%	Reduced	Holders
Q3 2023	18,590	$5.31M	0.8%	−155−0.8%	Reduced	Holders
Q2 2023	18,745	$6.18M	0.8%	−534−2.8%	Reduced	Holders
Q1 2023	19,279	$5.66M	0.8%	−799−4.0%	Reduced	Holders
Q4 2022	20,078	$5.17M	0.7%	−384−1.9%	Reduced	Holders
Q3 2022	20,462	$4.40M	0.7%	−59−0.3%	Reduced	Holders
Q2 2022	20,521	$4.09M	0.5%	−223−1.1%	Reduced	Holders
Q1 2022	20,744	$5.81M	0.7%	−476−2.2%	Reduced	Holders
Q4 2021	21,220	$7.40M	0.9%	−757−3.4%	Reduced	Holders
Q3 2021	21,977	$6.46M	0.9%	−89−0.4%	Reduced	Holders
Q2 2021	22,066	$6.31M	0.8%	−329−1.5%	Reduced	Holders
Q1 2021	22,395	$5.94M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.