Ken Fisher's ROK Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 857,529 shares of Rockwell Automation, Inc. (ROK) worth $333.64 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in ROK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2023, adding 237,291 shares. Largest reduction occurred in Q4 2019, reducing 93,529 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +35,028 | Add 4.26% | 857,529 | $389.07 |
| Q3 2025 | +29,998 | Add 3.79% | 822,501 | $349.53 |
| Q2 2025 | +52,714 | Add 7.13% | 792,503 | $332.17 |
| Q1 2025 | +49,860 | Add 7.23% | 739,789 | $258.38 |
| Q4 2024 | +19,912 | Add 2.97% | 689,929 | $285.79 |
| Q3 2024 | +19,987 | Add 3.07% | 670,017 | $268.46 |
| Q2 2024 | +46,086 | Add 7.63% | 650,030 | $275.28 |
| Q1 2024 | +24,932 | Add 4.31% | 603,944 | $291.33 |
| Q4 2023 | +23,074 | Add 4.15% | 579,012 | $310.48 |
| Q3 2023 | +8,435 | Add 1.54% | 555,938 | $285.87 |
| Q2 2023 | +88,434 | Add 19.26% | 547,503 | $329.45 |
| Q1 2023 | +237,291 | Add 106.99% | 459,069 | $293.45 |
| Q4 2022 | +7,418 | Add 3.46% | 221,778 | $257.57 |
| Q3 2022 | +35,888 | Add 20.11% | 214,360 | $215.11 |
| Q2 2022 | +14,670 | Add 8.96% | 178,472 | $199.31 |
| Q1 2022 | +8,852 | Add 5.71% | 163,802 | $280.03 |
| Q4 2021 | +5,453 | Add 3.65% | 154,950 | $348.85 |
| Q3 2021 | +4,459 | Add 3.07% | 149,497 | $294.04 |
| Q2 2021 | +8,209 | Add 6.00% | 145,038 | $286.02 |
| Q1 2021 | -2,452 | Reduce 1.76% | 136,829 | $265.44 |
| Q4 2020 | +389 | Add 0.28% | 139,281 | $250.81 |
| Q3 2020 | +640 | Add 0.46% | 138,892 | $220.68 |
| Q2 2020 | -10,672 | Reduce 7.17% | 138,252 | $213.00 |
| Q1 2020 | +44,890 | Add 43.15% | 148,924 | $150.91 |
| Q4 2019 | -93,529 | Reduce 47.34% | 104,034 | $202.67 |
| Q3 2019 | +100,096 | Add 102.70% | 197,563 | $164.80 |
| Q2 2019 | +2,619 | Add 2.76% | 97,467 | $163.83 |
| Q1 2019 | +8,482 | Add 9.82% | 94,848 | $175.46 |
| Q4 2018 | +2,454 | Add 2.92% | 86,366 | $150.48 |
| Q3 2018 | -8,153 | Reduce 8.86% | 83,912 | $187.52 |
| Q2 2018 | -6,052 | Reduce 6.17% | 92,065 | $166.23 |
| Q1 2018 | -9,862 | Reduce 9.13% | 98,117 | $174.20 |
| Q4 2017 | -1,732 | Reduce 1.58% | 107,979 | $196.35 |
| Q3 2017 | -2,399 | Reduce 2.14% | 109,711 | $178.21 |
| Q2 2017 | +29,809 | Add 36.22% | 112,110 | $161.96 |
| Q1 2017 | -9,716 | Reduce 10.56% | 82,301 | $155.71 |
| Q4 2016 | -4,790 | Reduce 4.95% | 92,017 | $134.40 |
| Q3 2016 | -16,459 | Reduce 14.53% | 96,807 | $122.34 |
| Q2 2016 | -8,449 | Reduce 6.94% | 113,266 | $117.51 |
| Q1 2016 | -1,920 | Reduce 1.55% | 121,715 | $116.86 |
| Q4 2015 | -2,733 | Reduce 2.16% | 123,635 | $102.61 |
| Q3 2015 | +7,419 | Add 6.24% | 126,368 | $101.47 |
| Q2 2015 | +3,442 | Add 2.98% | 118,949 | $124.64 |
| Q1 2015 | +729 | Add 0.64% | 115,507 | $115.99 |
| Q4 2014 | -8,506 | Reduce 6.90% | 114,778 | $111.20 |
| Q3 2014 | -7,260 | Reduce 5.56% | 123,284 | $109.88 |
| Q2 2014 | +5,678 | Add 4.55% | 130,544 | $125.16 |
| Q1 2014 | +3,056 | Add 2.51% | 124,866 | $124.55 |
| Q4 2013 | -136 | Reduce 0.11% | 121,810 | $118.16 |
| Q3 2013 | +3,200 | Add 2.69% | 121,946 | $106.94 |
| Q2 2013 | +118,746 | Add 0.00% | 118,746 | $83.14 |
Ken Fisher's Rockwell Automation Investment FAQs
Ken Fisher first purchased Rockwell Automation, Inc. (ROK) in Q2 2013, acquiring 118,746 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Rockwell Automation, Inc. (ROK) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to Rockwell Automation, Inc. (ROK) was in Q1 2023, adding 459,069 shares worth $134.71 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 857,529 shares of Rockwell Automation, Inc. (ROK), valued at approximately $333.64 M.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.11% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Rockwell Automation, Inc. (ROK) was 857,529 shares, as reported at the end of Q4 2025.