Triangle Securities Wealth Management
Broker-DealerPosition in ROK — Rockwell Automation, Inc
CIK 1541353
RALEIGH, NC
Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,303,112
+$608,840 QoQ
Shares Held
4,652
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#524
of 1,527 holders
Holding Since
Jun 2022
17 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, 2026Triangle Securities Wealth Management holds $8,007,173 across 6 Specialty Industrial Machinery names. ROK ranks #2 (28.8% of the industry book) .
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,112 | 4,652 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,694,272 | 4,721 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,859,754 | 4,780 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,724,930 | 4,935 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,642,248 | 4,944 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,284,665 | 4,972 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,423,805 | 4,982 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,379,884 | 5,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,409,708 | 5,121 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,358,180 | 4,662 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,340,031 | 4,316 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,233,243 | 4,314 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,356,345 | 4,117 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,243,934 | 4,239 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,098,536 | 4,265 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $723,630 | 3,364 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $373,307 | 1,873 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||