William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Rockwell Automation, Inc. (ROK)
← All ROK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 283,553 1.04 Reduce 14.16% 0.18 $347.53–463.49 · VW $420.69i $101,761,501 SEC
2025   Q4 330,334 1.24 Reduce 19.58% 0.26 $375.72–438.72 · VW $407.30i $128,523,049 SEC
2025   Q3 410,777 1.35 Reduce 0.52% <0.01 $332.71–398.82 · VW $375.80i $143,578,885 SEC
2025   Q2 412,922 1.35 Reduce 1.32% 0.02 $305.44–360.92 · VW $336.60i $137,160,294 SEC
2025   Q1 418,461 1.13 Reduce 0.08% <0.01 $215.00–316.22 · VW $282.26i $108,121,948 SEC
2024   Q4 418,809 1.16 Add 1.08% 0.01 $266.17–308.70 · VW $287.34i $119,691,418 SEC
2024   Q3 414,348 1.05 Add 2.98% 0.03 $249.32–303.55 · VW $282.67i $111,235,859 SEC
2024   Q2 402,373 1.07 Add 5.09% 0.05 $242.81–294.65 · VW $269.83i $110,765,234 SEC
2024   Q1 382,874 1.08 Reduce 0.47% <0.01 $254.45–298.63 · VW $270.20i $111,542,676 SEC
2023   Q4 384,684 1.26 Add 2.43% 0.03 $252.11–312.76 · VW $283.32i $119,436,688 SEC
2023   Q3 375,552 1.26 Add 0.23% <0.01 $252.19–314.81 · VW $280.81i $107,359,050 SEC
2023   Q2 374,691 1.34 Add 8.36% 0.10 $275.91–348.52 · VW $312.17i $123,441,950 SEC
2023   Q1 345,789 1.17 Add 0.04% <0.01 $266.62–309.36 · VW $284.86i $101,471,782 SEC
2022   Q4 345,650 1.07 Reduce 0.32% <0.01 $248.71–299.40 · VW $281.01i $89,029,071 SEC
2022   Q3 346,760 0.94 Add 11.48% 0.10 $209.27–278.42 · VW $250.64i $74,592,000 SEC
2022   Q2 311,063 0.74 Add 32.75% 0.18 $190.08–261.65 · VW $229.56i $61,998,000 SEC
2022   Q1 234,328 0.66 Add 57.19% 0.24 $191.08–288.38 · VW $230.89i $65,619,000 SEC
2021   Q4 149,073 0.48 Reduce 0.08% <0.01 $250.65–354.99 · VW $290.74i $52,004,000 SEC
2021   Q3 149,187 0.44 Reduce 5.35% 0.02 $289.56–353.43 · VW $326.40i $43,867,000 SEC
2021   Q2 157,627 0.45 Reduce 0.00% $265.37–326.50 · VW $305.77i $45,084,000 SEC
2021   Q1 157,632 0.44 Reduce 0.05% <0.01 $242.05–275.43 · VW $260.40i $41,842,000 SEC
2020   Q4 157,707 0.44 $250.81 $39,554,000 SEC
2020   Q3 157,707 0.43 Add 0.13% <0.01 $206.57–267.48 · VW $243.20i $34,803,000 SEC
2020   Q2 157,502 0.44 Add 7.32% 0.03 $200.60–238.49 · VW $223.21i $33,548,000 SEC
2020   Q1 146,766 0.32 Add 131.97% 0.18 $115.38–221.31 · VW $184.28i $22,148,000 SEC
2019   Q4 63,270 0.15 Add 97.53% 0.07 $177.75–209.61 · VW $190.29i $12,823,000 SEC
2019   Q3 32,030 0.06 Buy 0.06 $145.93–207.11 · VW $182.96i $5,279,000 SEC
2018   Q3 0 0.00 Sell 100.00% <0.01 $153.67–198.23 · VW $175.41i SEC
2018   Q2 1,500 <0.01 Buy <0.01 $162.11–188.36 · VW $177.14i $249,000 SEC
2017   Q2 0 0.00 Sell 100.00% <0.01 $156.32–167.97 · VW $162.78i SEC
2017   Q1 1,923 <0.01 Buy <0.01 $148.31–165.00 · VW $157.34i $299,000 SEC
2016   Q4 0 0.00 Sell 100.00% <0.01 $133.61–155.44 · VW $146.72i SEC
2016   Q3 2,073 <0.01 Buy <0.01 $111.52–134.27 · VW $126.50i $254,000 SEC
Price snapshot:
Current price$460.45
Avg. buy price$223.99
+/- since buy105.56%
52-week low$301.18
52-week high$497.36