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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by TD Private Client Wealth 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)
1,310
Value
$648.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ROK by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,310$648.6K<0.1%+18+1.4%AddedHolders
Q1 20261,292$463.7K<0.1%−200−13.4%ReducedHolders
Q4 20251,492$580.5K<0.1%−251−14.4%ReducedHolders
Q3 20251,743$609.2K<0.1%−181−9.4%ReducedHolders
Q2 20251,924$639.1K<0.1%−14−0.7%ReducedHolders
Q1 20251,938$500.7K<0.1%+413+27.1%AddedHolders
Q4 20241,525$435.8K<0.1%+382+33.4%AddedHolders
Q3 20241,143$306.9K<0.1%−5−0.4%ReducedHolders
Q2 20241,148$316.0K<0.1%+454+65.4%AddedHolders
Q1 2024694$202.2K<0.1%+51+7.9%AddedHolders
Q4 2023643$199.6K<0.1%+19+3.0%AddedHolders
Q3 2023624$178.4K<0.1%−52−7.7%ReducedHolders
Q2 2023676$222.7K<0.1%+9+1.3%AddedHolders
Q1 2023667$195.7K<0.1%−1,627−70.9%ReducedHolders
Q4 20222,294$590.9K<0.1%−231−9.1%ReducedHolders
Q3 20222,525$543.2K<0.1%−125−4.7%ReducedHolders
Q2 20222,650$528.2K<0.1%+224+9.2%AddedHolders
Q1 20222,426$679.4K<0.1%−164−6.3%ReducedHolders
Q4 20212,590$903.5K<0.1%−13−0.5%ReducedHolders
Q3 20212,603$765.4K<0.1%+415+19.0%AddedHolders
Q2 20212,188$625.8K<0.1%+68+3.2%AddedHolders
Q1 20212,120$562.7K<0.1%––Holders

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