RWA WEALTH PARTNERS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1544576 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,621,881

+$430,401 QoQ

Shares Held

3,276

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#596

of 1,525 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Industrials · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $63,482,408 across 12 Specialty Industrial Machinery names. ROK ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	68,051	$27,738,308
2	GEV	GE Vernova Inc.	11,525	$13,540,261
3	EMR	Emerson Electric Co	32,706	$4,681,863
4	ITW	Illinois Tool Works Inc	17,233	$4,661,008
5	ITT	Itt Inc.	21,000	$4,152,960
6	CMI	Cummins Inc	3,394	$2,420,634
7	AME	Ametek Inc/	7,237	$1,750,919
8	ROK	Rockwell Automation, Inc This page	3,276	$1,621,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,621,881	3,276	-1.3%	Shares	Sole	2026-08-07
2026-03-31	$1,191,480	3,320	+0.1%	Shares	Sole	2026-05-13
2025-12-31	$1,290,933	3,318	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$1,141,214	3,265	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$1,088,188	3,276	+2.5%	Shares	Sole	2025-08-06
2025-03-31	$825,523	3,195	-3.8%	Shares	Sole	2025-05-13
2024-12-31	$949,394	3,322	+45.1%	Shares	Sole	2025-02-12
2024-09-30	$614,504	2,289	-1.1%	Shares	Sole	2024-11-08
2024-06-30	$636,997	2,314	+1.3%	Shares	Sole	2024-08-12
2024-03-31	$665,689	2,285	+4.3%	Shares	Sole	2024-04-29
2023-12-31	$680,261	2,191	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.