SEC 13F Intelligence

Philadelphia Trust Co / ROK

Philadelphia Trust Co’s Rockwell Automation Inc Position

Does Philadelphia Trust Co own Rockwell Automation Inc (ROK)? Yes72.5K shares worth $26M (+1.84% of its 13F portfolio) as of Q1 2026, down from 72.9K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
72.5K
% of Portfolio
+1.84%
Quarters Held
21
currently held

Position History ROK

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $7MQ2 ’21: $320,000Q2 ’21Q3 ’21: $343,000Q4 ’21: $430,000Q1 ’22: $224,000Q1 ’22Q4 ’22: $219,000Q1 ’23: $249,000Q2 ’23: $247,000Q2 ’23Q3 ’23: $7MQ4 ’23: $9MQ1 ’24: $18MQ1 ’24Q2 ’24: $18MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $15MQ2 ’25: $19MQ3 ’25: $26MQ3 ’25Q4 ’25: $28MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$26M+1.84%
Q4 202572.9K$28M+1.96%
Q3 202574.8K$26M+1.84%
Q2 202558.4K$19M+1.49%
Q1 202557.6K$15M+1.27%
Q4 202463.2K$18M+1.33%
Q3 202466.3K$18M+1.29%
Q2 202466.1K$18M+1.41%
Q1 202462.0K$18M+1.45%
Q4 202327.6K$9M+0.80%
Q3 202323.8K$7M+0.70%
Q2 2023750$247,000+0.02%
Q1 2023850$249,000+0.03%
Q4 2022850$219,000+0.02%
Q1 2022800$224,000+0.02%
Q4 20211.2K$430,000+0.03%
Q3 20211.2K$343,000+0.03%
Q2 20211.1K$320,000+0.02%
Q3 201941.7K$7M+0.64%
Q2 201942.1K$7M+0.61%
Q1 201939.6K$7M+0.61%

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