Ray Dalio's ROK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1,040 shares of Rockwell Automation, Inc. (ROK) worth $404,633, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ROK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 55,521 shares. Largest reduction occurred in Q3 2019, reducing 81,110 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -9,596 | Reduce 90.22% | 1,040 | $389.07 |
| Q3 2025 | +5,812 | Add 120.48% | 10,636 | $349.53 |
| Q2 2025 | -2,749 | Reduce 36.30% | 4,824 | $332.17 |
| Q1 2025 | +1,353 | Add 21.75% | 7,573 | $258.38 |
| Q4 2024 | +6,220 | New Buy | 6,220 | $285.79 |
| Q3 2022 | -8,300 | Sold Out | 0 | $0.00 |
| Q2 2022 | -30,065 | Reduce 78.37% | 8,300 | $199.28 |
| Q1 2022 | +38,365 | New Buy | 38,365 | $280.02 |
| Q3 2021 | -30,725 | Sold Out | 0 | $0.00 |
| Q2 2021 | +30,725 | New Buy | 30,725 | $286.02 |
| Q1 2021 | -11,786 | Sold Out | 0 | $0.00 |
| Q4 2020 | +3,366 | Add 39.98% | 11,786 | $250.81 |
| Q3 2020 | +6,803 | Add 420.72% | 8,420 | $220.67 |
| Q2 2020 | +1,617 | New Buy | 1,617 | $212.74 |
| Q1 2020 | -4,913 | Sold Out | 0 | $0.00 |
| Q4 2019 | +4,913 | New Buy | 4,913 | $202.73 |
| Q3 2019 | -81,110 | Sold Out | 0 | $0.00 |
| Q2 2019 | +55,521 | Add 216.97% | 81,110 | $163.83 |
| Q1 2019 | +25,589 | New Buy | 25,589 | $175.47 |
| Q4 2018 | -17,681 | Sold Out | 0 | $0.00 |
| Q3 2018 | +17,681 | New Buy | 17,681 | $187.55 |
| Q2 2018 | -8,841 | Sold Out | 0 | $0.00 |
| Q1 2018 | +8,841 | New Buy | 8,841 | $174.19 |
| Q3 2016 | -25,700 | Sold Out | 0 | $0.00 |
| Q2 2016 | +2,000 | Add 8.44% | 25,700 | $114.82 |
| Q1 2016 | -20,709 | Reduce 46.63% | 23,700 | $113.76 |
| Q4 2015 | -23,500 | Reduce 34.61% | 44,409 | $102.61 |
| Q3 2015 | +26,500 | Add 64.00% | 67,909 | $101.47 |
| Q2 2015 | +25,889 | Add 166.81% | 41,409 | $124.63 |
| Q1 2015 | -26,100 | Reduce 62.71% | 15,520 | $115.98 |
| Q4 2014 | +26,000 | Add 166.45% | 41,620 | $111.20 |
| Q3 2014 | +8,500 | Add 119.38% | 15,620 | $109.86 |
| Q2 2014 | +1,306 | Add 22.46% | 7,120 | $125.14 |
| Q1 2014 | -1,920 | Reduce 24.83% | 5,814 | $124.53 |
| Q4 2013 | -8,461 | Reduce 52.24% | 7,734 | $118.18 |
| Q3 2013 | -31,105 | Reduce 65.76% | 16,195 | $106.95 |
| Q2 2013 | +47,300 | Add 0.00% | 47,300 | $83.15 |
Ray Dalio's Rockwell Automation Investment FAQs
Ray Dalio first purchased Rockwell Automation, Inc. (ROK) in Q2 2013, acquiring 47,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Rockwell Automation, Inc. (ROK) for 37 quarters since Q2 2013.
Ray Dalio's largest addition to Rockwell Automation, Inc. (ROK) was in Q2 2019, adding 81,110 shares worth $13.29 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,040 shares of Rockwell Automation, Inc. (ROK), valued at approximately $404,633.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Rockwell Automation, Inc. (ROK) was 81,110 shares, as reported at the end of Q2 2019.