Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$344,575
+$94,795 QoQ
Shares Held
696
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,042
of 1,527 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELCH CAPITAL PARTNERS LLC/NY holds $344,575 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
696 | $344,575 |
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,575 | 696 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $249,780 | 696 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $270,792 | 696 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $243,272 | 696 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $231,190 | 696 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $202,765 | 696 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $216,094 | 696 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $229,297 | 696 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $204,241 | 696 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $242,799 | 696 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $204,651 | 696 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||