Modera Wealth Management, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1542143 WESTWOOD, NJ

Position in ROK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$645,089

+$177,828 QoQ

Shares Held

1,303

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#829

of 1,527 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. ROK ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	190,231	$27,231,567
2	DOV	DOVER Corp	87,646	$19,657,244
3	OTIS	Otis Worldwide Corp	60,554	$4,335,666
4	GEV	GE Vernova Inc.	2,279	$2,677,505
5	ETN	Eaton Corp plc	4,099	$1,746,665
6	ITW	Illinois Tool Works Inc	6,274	$1,696,928
7	CMI	Cummins Inc	2,142	$1,527,695
8	ROK	Rockwell Automation, Inc This page	1,303	$645,089

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$645,089	1,303	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$467,261	1,302	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$509,292	1,309	+46.4%	Shares	Sole	2026-01-21
2025-09-30	$312,479	894	0.0%	Shares	Sole	2025-10-31
2025-06-30	$296,959	894	-2.5%	Shares	Sole	2025-08-06
2025-03-31	$236,934	917	-6.1%	Shares	Sole	2025-05-08
2024-12-31	$279,216	977	+3.7%	Shares	Sole	2025-02-06
2024-09-30	$252,889	942	-1.3%	Shares	Sole	2024-10-24
2024-06-30	$262,617	954	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$277,637	953	-5.1%	Shares	Sole	2024-05-14
2023-12-31	$311,721	1,004	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$290,443	1,016	+6.7%	Shares	Sole	2023-11-30
2023-06-30	$313,636	952	-12.1%	Shares	Sole	2023-08-07
2022-06-30	$215,852	1,083	-2.5%	Shares	Sole	2022-07-27
2022-03-31	$311,113	1,111	-47.1%	Shares	Sole	2022-05-03
2021-12-31	$732,933	2,101	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.