UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1463217
IRVING, TX
Position in ROK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,552,137
+$888,370 QoQ
Shares Held
5,155
+11.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#508
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. ROK ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,137 | 5,155 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,663,767 | 4,636 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,626,312 | 4,180 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,432,723 | 4,099 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,363,557 | 4,105 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,204,825 | 4,663 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,423,519 | 4,981 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,319,212 | 4,914 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,413,562 | 5,135 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,488,113 | 5,108 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $636,794 | 2,051 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $422,229 | 1,477 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $578,514 | 1,756 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $886,219 | 3,020 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $630,788 | 2,449 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $515,403 | 2,396 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $291,391 | 1,462 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $404,923 | 1,446 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $489,785 | 1,404 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $387,250 | 1,317 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $468,786 | 1,639 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $380,375 | 1,433 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $404,556 | 1,613 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $434,960 | 1,971 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $433,029 | 2,033 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $484,421 | 3,210 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||