SEC 13F Intelligence

Birch Hill Investment Advisors LLC / ROK

Birch Hill Investment Advisors LLC’s Rockwell Automation Inc Position

Does Birch Hill Investment Advisors LLC own Rockwell Automation Inc (ROK)? Yes — 188.7K shares worth $68M (+3.04% of its 13F portfolio) as of Q1 2026, down from 192.8K shares the prior filed quarter.

Position Value
$68M
Q1 2026
Shares
188.7K
% of Portfolio
+3.04%
Quarters Held
24
currently held

Position History ROK

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $5MQ2 ’22: $32MQ3 ’22: $37MQ3 ’22Q4 ’22: $45MQ1 ’23: $50MQ2 ’23: $56MQ2 ’23Q3 ’23: $49MQ4 ’23: $59MQ1 ’24: $57MQ1 ’24Q2 ’24: $55MQ3 ’24: $53MQ4 ’24: $57MQ4 ’24Q1 ’25: $51MQ2 ’25: $66MQ3 ’25: $68MQ3 ’25Q4 ’25: $75MQ1 ’26: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026188.7K$68M+3.04%
Q4 2025192.8K$75M+3.13%
Q3 2025195.8K$68M+2.89%
Q2 2025197.4K$66M+2.91%
Q1 2025197.9K$51M+2.42%
Q4 2024197.8K$57M+2.63%
Q3 2024198.1K$53M+2.50%
Q2 2024198.8K$55M+2.65%
Q1 2024196.4K$57M+2.78%
Q4 2023189.9K$59M+3.14%
Q3 2023173.0K$49M+2.95%
Q2 2023171.1K$56M+3.23%
Q1 2023171.0K$50M+3.12%
Q4 2022175.0K$45M+2.88%
Q3 2022170.1K$37M+2.47%
Q2 2022161.6K$32M+2.01%
Q1 202217.8K$5M+0.27%
Q4 202119.5K$7M+0.34%
Q3 202119.6K$6M+0.31%
Q2 202119.6K$6M+0.30%
Q1 202119.6K$5M+0.30%
Q4 20208.1K$2M+0.12%
Q3 20208.0K$2M+0.12%
Q2 20207.8K$2M+0.12%

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