Plante Moran Financial Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1424717 SOUTHFIELD, MI

Position in ROK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$27,229

+$25,578 QoQ

Shares Held

+816.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,379

of 1,525 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $1,468,387 across 27 Specialty Industrial Machinery names. ROK ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	540	$634,424
2	PH	Parker-Hannifin Corp	248	$242,573
3	ETN	Eaton Corp plc	542	$230,957
4	ITW	Illinois Tool Works Inc	441	$119,277
5	CMI	Cummins Inc	104	$74,173
6	EMR	Emerson Electric Co	485	$69,427
7	MIDD	MIDDLEBY Corp	205	$28,381
8	ROK	Rockwell Automation, Inc This page	55	$27,229

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,229	55	+816.7%	Shares	Sole	2026-08-06
2024-06-30	$1,651	6	+200.0%	Shares	Sole	2024-08-12
2023-06-30	$658	2	-75.0%	Shares	Sole	2023-08-07
2022-06-30	$1,594	8	-60.0%	Shares	Sole	2022-08-02
2021-12-31	$6,977	20	-80.0%	Shares	Sole	2022-02-09
2021-09-30	$29,404	100	0.0%	Shares	Sole	2021-11-08
2021-06-30	$28,602	100	-52.4%	Shares	Sole	2021-08-10
2021-03-31	$55,742	210	-45.7%	Shares	Sole	2021-05-13
2020-12-31	$97,063	387	+82.5%	Shares	Sole	2021-02-09
2020-09-30	$46,784	212	+1313.3%	Shares	Sole	2020-11-12
2020-06-30	$3,195	15	-25.0%	Shares	Sole	2020-08-10
2020-03-31	$3,018	20	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.