SEC 13F Intelligence

Bell Asset Management Ltd / ROK

Bell Asset Management Ltd’s Rockwell Automation Inc Position

Does Bell Asset Management Ltd own Rockwell Automation Inc (ROK)? Not currently — the last reported position was 21.0K shares worth $5M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2025
Shares
21.0K
% of Portfolio
+1.00%
Quarters Held
4
position exited

Position History ROK

Reported value by quarter
Q2 ’24: $8MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $5MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202521.0K$5M+1.00%
Q4 202423.3K$7M+1.22%
Q3 202427.0K$7M+1.33%
Q2 202429.7K$8M+1.15%

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