Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,001,608
+$523,741 QoQ
Shares Held
4,043
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#550
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. ROK ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
801 | $216,646 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,001,608 | 4,043 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,477,867 | 4,118 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,602,190 | 4,118 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,535,135 | 4,392 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,466,530 | 4,415 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,362,954 | 5,275 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,509,828 | 5,283 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,418,274 | 5,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,483,759 | 5,390 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,628,534 | 5,590 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,514,831 | 4,879 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,310,999 | 4,586 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,514,152 | 4,596 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,345,468 | 4,585 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,180,958 | 4,585 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $806,662 | 3,750 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $747,412 | 3,750 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,052,072 | 3,757 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,325,978 | 3,801 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,117,646 | 3,801 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,058,560 | 3,701 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $982,393 | 3,701 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $920,221 | 3,669 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $815,191 | 3,694 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $596,400 | 2,800 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $422,548 | 2,800 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||