United Asset Strategies, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1539948
GARDEN CITY, NY
Position in ROK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$287,146
+$78,996 QoQ
Shares Held
580
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,124
of 1,527 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026United Asset Strategies, Inc. holds $40,821,767 across 9 Specialty Industrial Machinery names. ROK ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
20,513 | $20,064,175 | |
| 2 | ETN |
Eaton Corp plc
|
32,660 | $13,917,079 | |
| 3 | ITW |
Illinois Tool Works Inc
|
10,051 | $2,718,493 | |
| 4 | EMR |
Emerson Electric Co
|
6,971 | $997,898 | |
| 5 | NDSN |
Nordson Corp
|
3,235 | $975,967 | |
| 6 | PNR |
PENTAIR plc
|
10,010 | $767,366 | |
| 7 | AOS |
Smith A O Corp
|
11,424 | $716,513 | |
| 8 | GEV |
GE Vernova Inc.
|
321 | $377,130 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,146 | 580 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $208,150 | 580 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $225,660 | 580 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $202,727 | 580 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $202,291 | 609 | Shares | Sole | 2025-08-08 | |
| 2021-12-31 | $200,588 | 575 | Shares | Sole | 2022-01-31 | |
| 2020-12-31 | $245,793 | 980 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||