MONETA GROUP INVESTMENT ADVISORS LLC
Position in ROK — Rockwell Automation, Inc
CIK 1120927
ST LOUIS, MO
Position in ROK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,407,008
-$130,895 QoQ
Shares Held
6,707
+2.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $53,226,804 across 16 Specialty Industrial Machinery names. ROK ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
146,728 | $19,224,302 | |
| 2 | AME |
Ametek Inc/
|
52,542 | $11,262,903 | |
| 3 | ETN |
Eaton Corp plc
|
21,272 | $7,608,356 | |
| 4 | ITW |
Illinois Tool Works Inc
|
18,026 | $4,691,987 | |
| 5 | GEV |
GE Vernova Inc.
|
4,817 | $4,204,759 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
6,707 | $2,407,008 | |
| 7 | CMI |
Cummins Inc
|
1,355 | $729,017 | |
| 8 | HLIO |
Helios Technologies, Inc.
|
10,031 | $649,106 |
All Filings in ROK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,407,008 | 6,707 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,537,903 | 6,523 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,303,053 | 6,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,366,711 | 7,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,805,559 | 6,988 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,995,385 | 6,982 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,886,736 | 7,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,988,622 | 7,224 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,120,299 | 7,278 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $888,283 | 2,861 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $316,743 | 1,108 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $425,649 | 1,292 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $346,857 | 1,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $250,615 | 973 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $303,950 | 1,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $345,005 | 1,731 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||