Rockwell Automation Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments remained flat by 0.0% to $23.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $23.00M to $23.00M. Over 4 years (FY 2021 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments shows an upward trend with a 45.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates successful investment performance and growth in the value of private holdings, while a decrease suggests stagnation or lack of appreciation.
Represents the cumulative total of upward valuation adjustments applied to equity investments that lack a readily determ...
Standard metric for banks and investment firms that hold significant non-marketable equity stakes.
equity_securities_no_fv_upward_adj| Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $5.10M | $13.80M | $17.00M | $17.20M | $17.20M | $17.20M | $17.20M | $17.50M | $20.00M | $22.50M | $22.50M | $23.00M | $23.00M | $23.00M | $23.00M | $23.00M | $23.00M | $23.00M |
| QoQ Change | — | +170.6% | +23.2% | +1.2% | +0.0% | +0.0% | +0.0% | +1.7% | +14.3% | +12.5% | +0.0% | +2.2% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% |
| YoY Change | — | — | — | +237.3% | — | +24.6% | +1.2% | +1.7% | +16.3% | +30.8% | +30.8% | +31.4% | +15.0% | +2.2% | +2.2% | +0.0% | +0.0% | +0.0% |