Advance Capital Management, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1536029 SOUTHFIELD, MI

Position in ROK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$397,549

+$109,369 QoQ

Shares Held

803

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,001

of 1,527 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Advance Capital Management, Inc. holds $948,558 across 2 Specialty Industrial Machinery names. ROK ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GEV	GE Vernova Inc.	469	$551,009
2	ROK	Rockwell Automation, Inc This page	803	$397,549

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,549	803	0.0%	Shares	Sole	2026-08-13
2026-03-31	$288,180	803	0.0%	Shares	Sole	2026-04-29
2025-12-31	$312,423	803	0.0%	Shares	Sole	2026-01-06
2025-09-30	$280,672	803	+0.4%	Shares	Sole	2025-10-10
2025-06-30	$265,736	800	0.0%	Shares	Sole	2025-07-08
2025-03-31	$206,704	800	0.0%	Shares	Sole	2025-04-09
2024-12-31	$228,632	800	-0.4%	Shares	Sole	2025-01-06
2024-09-30	$215,573	803	+0.4%	Shares	Sole	2024-10-07
2024-06-30	$220,224	800	-0.4%	Shares	Sole	2024-07-08
2024-03-31	$233,937	803	+0.4%	Shares	Sole	2024-04-04
2023-12-31	$248,384	800	-0.2%	Shares	Sole	2024-01-10
2023-09-30	$229,267	802	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$263,560	800	0.0%	Shares	Sole	2023-07-03
2023-03-31	$234,760	800	0.0%	Shares	Sole	2023-04-04
2022-12-31	$206,056	800	0.0%	Shares	Sole	2023-02-08
2022-03-31	$224,024	800	0.0%	Shares	Sole	2022-05-03
2021-12-31	$279,080	800	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.