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Creative Planning ROK Position History
Rockwell Automation, Inc. • Industrials
Quarters held
10
Latest value
$21.1M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.1M |
| Q3 2025 | $284K |
| Q4 2025 | $14.9M |
| Q4 2025 | $324K |
| Q1 2026 | $291K |
| Q1 2026 | $14.8M |
| Q2 2026 | $408K |
| Q2 2026 | $23.4M |
| Q3 2026 | $373K |
| Q3 2026 | $21.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.1M | 48.4K | — | — |
| Q3 2026 | $373K | 856 | — | — |
| Q2 2026 | $23.4M | 47.3K | — | — |
| Q2 2026 | $408K | 825 | — | — |
| Q1 2026 | $14.8M | 41.2K | — | — |
| Q1 2026 | $291K | 810 | — | — |
| Q4 2025 | $324K | 833 | — | — |
| Q4 2025 | $14.9M | 38.3K | — | — |
| Q3 2025 | $284K | 813 | — | — |
| Q3 2025 | $12.1M | 34.6K | — | — |
Other funds holding ROK
$2.6B
$2.6B
$1.8B
$976.3M
$871.8M
$674.8M
$673.9M