SEC 13F Intelligence

Kidder Stephen W / ROK

Kidder Stephen W’s Rockwell Automation Inc Position

Does Kidder Stephen W own Rockwell Automation Inc (ROK)? Yes — 23.5K shares worth $8M (+2.48% of its 13F portfolio) as of Q1 2026, down from 23.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
23.5K
% of Portfolio
+2.48%
Quarters Held
30
currently held

Position History ROK

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.5K$8M+2.48%
Q4 202523.6K$9M+2.59%
Q3 202523.6K$8M+2.36%
Q2 202525.2K$8M+2.52%
Q1 202529.4K$8M+2.37%
Q4 202429.6K$8M+2.54%
Q3 202429.5K$8M+2.34%
Q2 202429.4K$8M+2.53%
Q1 202429.2K$8M+2.71%
Q4 202330.6K$9M+3.06%
Q3 202330.5K$9M+3.03%
Q2 202330.9K$10M+3.34%
Q1 202330.8K$9M+3.15%
Q4 202230.7K$8M+2.90%
Q3 202230.3K$7M+2.65%
Q2 202230.1K$6M+2.32%
Q1 202229.6K$8M+2.68%
Q4 202129.5K$10M+3.13%
Q3 202131.7K$9M+2.92%
Q2 202131.9K$9M+2.82%
Q1 202131.8K$8M+2.73%
Q4 202031.8K$8M+2.65%
Q3 202032.3K$7M+2.52%
Q2 202032.2K$7M+2.61%
Q1 202031.9K$5M+2.19%
Q4 201931.9K$6M+2.38%
Q3 201931.6K$5M+2.05%
Q2 201930.8K$5M+2.02%
Q1 201930.4K$5M+2.16%
Q4 201831.1K$5M+2.06%

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