SEC 13F Intelligence

Boston Family Office LLC / ROK

Boston Family Office LLC’s Rockwell Automation Inc Position

Does Boston Family Office LLC own Rockwell Automation Inc (ROK)? Yes64.9K shares worth $23M (+1.55% of its 13F portfolio) as of Q1 2026, down from 72.0K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
64.9K
% of Portfolio
+1.55%
Quarters Held
29
currently held

Position History ROK

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $13MQ3 ’19: $13MQ4 ’19: $16MQ1 ’20: $12MQ1 ’20Q2 ’20: $17MQ3 ’20: $18MQ4 ’20: $20MQ1 ’21: $22MQ1 ’21Q2 ’21: $23MQ3 ’21: $24MQ4 ’21: $29MQ1 ’22: $23MQ1 ’22Q2 ’22: $17MQ3 ’22: $18MQ4 ’22: $22MQ1 ’23: $25MQ1 ’23Q2 ’23: $28MQ3 ’23: $24MQ4 ’23: $26MQ1 ’24: $24MQ1 ’24Q2 ’24: $23MQ3 ’24: $22MQ4 ’24: $22MQ1 ’25: $20MQ1 ’25Q2 ’25: $25MQ3 ’25: $26MQ4 ’25: $28MQ1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.9K$23M+1.55%
Q4 202572.0K$28M+1.78%
Q3 202574.5K$26M+1.66%
Q2 202576.0K$25M+1.68%
Q1 202575.5K$20M+1.38%
Q4 202477.6K$22M+1.52%
Q3 202482.8K$22M+1.51%
Q2 202483.1K$23M+1.65%
Q1 202483.0K$24M+1.74%
Q4 202383.5K$26M+1.95%
Q3 202384.9K$24M+1.99%
Q2 202386.4K$28M+2.18%
Q1 202386.2K$25M+2.03%
Q4 202286.5K$22M+1.85%
Q3 202285.6K$18M+1.64%
Q2 202283.9K$17M+1.40%
Q1 202282.0K$23M+1.63%
Q4 202182.2K$29M+1.86%
Q3 202182.2K$24M+1.75%
Q2 202181.1K$23M+1.66%
Q1 202181.0K$22M+1.61%
Q4 202080.9K$20M+1.56%
Q3 202081.1K$18M+1.62%
Q2 202080.9K$17M+1.67%
Q1 202079.8K$12M+1.42%
Q4 201981.3K$16M+1.57%
Q3 201981.2K$13M+1.39%
Q2 201980.7K$13M+1.37%
Q1 201979.3K$14M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Family Office LLC’s full portfolio or all institutional holders of ROK.