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ENVESTNET ASSET MANAGEMENT INC

Position in ROK — Rockwell Automation, Inc

CIK 1407543 Berwyn, PA

Position in ROK

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$78,157,289
+$21,169,658 QoQ
Shares Held
157,868
-0.6% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#90
of 1,527 holders
Holding Since
Mar 2020
26 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, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,716,861,267 across 47 Specialty Industrial Machinery names. ROK ranks #10 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ROK

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78,157,289 157,868
2026-03-31 $56,987,631 158,793
2025-12-31 $58,739,065 150,973
2025-09-30 $74,463,871 213,040
2025-06-30 $75,545,755 227,431
2025-03-31 $72,308,159 279,852
2024-12-31 $54,625,614 191,139
2024-09-30 $18,322,126 68,249
2024-06-30 $18,964,865 68,893
2024-03-31 $16,575,803 56,897
2023-12-31 $16,191,221 52,149
2023-09-30 $15,942,112 55,767
2023-06-30 $12,525,689 38,020
2023-03-31 $9,763,081 33,270
2022-12-31 $8,748,365 33,965
2022-09-30 $6,775,104 31,496
2022-06-30 $6,567,663 32,952
2022-03-31 $83,156,308 296,955
2021-12-31 $119,979,282 343,928
2021-09-30 $94,554,442 321,570
2021-06-30 $85,544,863 299,087
2021-03-31 $71,563,154 269,602
2020-12-31 $46,656,177 186,022
2020-09-30 $37,985,648 172,130
2020-06-30 $26,193,888 122,976
2020-03-31 $5,797,056 38,414