Joel Greenblatt's ROK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 115,163 shares of Rockwell Automation, Inc. (ROK) worth $44.81 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ROK, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 254,024 shares. Largest reduction occurred in Q4 2015, reducing 436,387 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +29,584 | Add 34.57% | 115,163 | $389.07 |
| Q3 2025 | +49,566 | Add 137.63% | 85,579 | $349.53 |
| Q2 2025 | +8,454 | Add 30.68% | 36,013 | $332.17 |
| Q1 2025 | +12,948 | Add 88.62% | 27,559 | $258.38 |
| Q4 2024 | -3,944 | Reduce 21.26% | 14,611 | $285.79 |
| Q3 2024 | -12,520 | Reduce 40.29% | 18,555 | $268.46 |
| Q2 2024 | +16,026 | Add 106.49% | 31,075 | $275.28 |
| Q1 2024 | -9,314 | Reduce 38.23% | 15,049 | $291.33 |
| Q4 2023 | +7,880 | Add 47.81% | 24,363 | $310.48 |
| Q3 2023 | +2,179 | Add 15.23% | 16,483 | $285.87 |
| Q2 2023 | +1,320 | Add 10.17% | 14,304 | $329.45 |
| Q1 2023 | -3,912 | Reduce 23.15% | 12,984 | $293.45 |
| Q4 2022 | -1,447 | Reduce 7.89% | 16,896 | $257.57 |
| Q3 2022 | +10,404 | Add 131.05% | 18,343 | $215.12 |
| Q2 2022 | +4,543 | Add 133.78% | 7,939 | $199.27 |
| Q1 2022 | +1,903 | Add 127.46% | 3,396 | $280.04 |
| Q4 2021 | -3,819 | Reduce 71.89% | 1,493 | $348.96 |
| Q3 2021 | +5,312 | New Buy | 5,312 | $294.05 |
| Q3 2020 | -1,121 | Sold Out | 0 | $0.00 |
| Q2 2020 | -712 | Reduce 38.84% | 1,121 | $213.20 |
| Q1 2020 | -45,251 | Reduce 96.11% | 1,833 | $151.12 |
| Q4 2019 | +1,542 | Add 3.39% | 47,084 | $202.68 |
| Q3 2019 | +43,595 | Add 2239.09% | 45,542 | $164.79 |
| Q2 2019 | -5,720 | Reduce 74.61% | 1,947 | $163.84 |
| Q1 2019 | -132,223 | Reduce 94.52% | 7,667 | $175.43 |
| Q4 2018 | +33,186 | Add 31.10% | 139,890 | $150.48 |
| Q3 2018 | +22,455 | Add 26.65% | 106,704 | $187.52 |
| Q2 2018 | +56,316 | Add 201.61% | 84,249 | $166.23 |
| Q1 2018 | -10,600 | Reduce 27.51% | 27,933 | $174.20 |
| Q4 2017 | -122,789 | Reduce 76.11% | 38,533 | $196.35 |
| Q3 2017 | +99,492 | Add 160.91% | 161,322 | $178.21 |
| Q2 2017 | +2,306 | Add 3.87% | 61,830 | $161.96 |
| Q1 2017 | -49,404 | Reduce 45.35% | 59,524 | $155.70 |
| Q4 2016 | -58,991 | Reduce 35.13% | 108,928 | $134.40 |
| Q3 2016 | +10,577 | Add 6.72% | 167,919 | $122.34 |
| Q2 2016 | +40,688 | Add 34.88% | 157,342 | $114.82 |
| Q1 2016 | -109,398 | Reduce 48.40% | 116,654 | $113.75 |
| Q4 2015 | -436,387 | Reduce 65.88% | 226,052 | $102.61 |
| Q3 2015 | +50,096 | Add 8.18% | 662,439 | $101.47 |
| Q2 2015 | +26,355 | Add 4.50% | 612,343 | $124.64 |
| Q1 2015 | +165,276 | Add 39.28% | 585,988 | $115.99 |
| Q4 2014 | +254,024 | Add 152.39% | 420,712 | $111.20 |
| Q3 2014 | +146,459 | Add 724.01% | 166,688 | $109.88 |
| Q2 2014 | -595 | Reduce 2.86% | 20,229 | $125.17 |
| Q1 2014 | -21,457 | Reduce 50.75% | 20,824 | $124.57 |
| Q4 2013 | +19,127 | Add 82.61% | 42,281 | $118.16 |
| Q3 2013 | -27,045 | Reduce 53.88% | 23,154 | $106.94 |
| Q2 2013 | +50,200 | Add 0.00% | 50,199 | $83.15 |
Joel Greenblatt's Rockwell Automation Investment FAQs
Joel Greenblatt first purchased Rockwell Automation, Inc. (ROK) in Q2 2013, acquiring 50,199 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Rockwell Automation, Inc. (ROK) for 48 quarters since Q2 2013.
Joel Greenblatt's largest addition to Rockwell Automation, Inc. (ROK) was in Q4 2014, adding 420,712 shares worth $46.78 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 115,163 shares of Rockwell Automation, Inc. (ROK), valued at approximately $44.81 M.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Rockwell Automation, Inc. (ROK) was 662,439 shares, as reported at the end of Q3 2015.