WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
ROK holding history
Rockwell Automation, Inc in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ROK overviewAll 13F holders of ROKFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −1,027−100.0% | Sold out | Holders |
| Q4 2024 | 1,027 | $293.5K | <0.1% | +24+2.4% | Added | Holders |
| Q3 2024 | 1,003 | $269.3K | <0.1% | −27−2.6% | Reduced | Holders |
| Q2 2024 | 1,030 | $283.5K | <0.1% | +29+2.9% | Added | Holders |
| Q1 2024 | 1,001 | $291.6K | <0.1% | −6−0.6% | Reduced | Holders |
| Q4 2023 | 1,007 | $312.7K | <0.1% | +7+0.7% | Added | Holders |
| Q3 2023 | 1,000 | $285.9K | <0.1% | −11−1.1% | Reduced | Holders |
| Q2 2023 | 1,011 | $333.1K | <0.1% | −5−0.5% | Reduced | Holders |
| Q1 2023 | 1,016 | $298.1K | <0.1% | +1,016 | New | Holders |