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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Gradient Investments 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 Q2 2026 holdings

Shares (Q2 2026)
43,711
Value
$21.6M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of ROK by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,711$21.6M0.3%−3,481−7.4%ReducedHolders
Q1 202647,192$16.9M0.3%+9,099+23.9%AddedHolders
Q4 202538,093$14.8M0.2%−1,965−4.9%ReducedHolders
Q3 202540,058$14.0M0.2%+38,628+2,701.3%AddedHolders
Q2 20251,430$475.0K<0.1%+200+16.3%AddedHolders
Q1 20251,230$317.8K<0.1%00.0%UnchangedHolders
Q4 20241,230$351.5K<0.1%−24−1.9%ReducedHolders
Q3 20241,254$336.6K<0.1%+1,200+2,222.2%AddedHolders
Q2 202454$14.9K<0.1%+24+80.0%AddedHolders
Q1 202430$8.74K<0.1%−982−97.0%ReducedHolders
Q4 20231,012$314.2K<0.1%+23+2.3%AddedHolders
Q3 2023989$282.7K<0.1%−3−0.3%ReducedHolders
Q2 2023992$326.8K<0.1%+8+0.8%AddedHolders
Q1 2023984$288.8K<0.1%00.0%UnchangedHolders
Q4 2022984$253.4K<0.1%−28−2.8%ReducedHolders
Q3 20221,012$218.0K<0.1%+28+2.8%AddedHolders
Q2 2022984$196.0K<0.1%−26−2.6%ReducedHolders
Q1 20221,010$283.0K<0.1%+26+2.6%AddedHolders
Q4 2021984$343.0K<0.1%00.0%UnchangedHolders
Q3 2021984$289.0K<0.1%00.0%UnchangedHolders
Q2 2021984$281.0K<0.1%00.0%UnchangedHolders
Q1 2021984$261.0K<0.1%––Holders

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