Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$648,554
+$184,882 QoQ
Shares Held
1,310
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#827
of 1,526 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,473,466 across 30 Specialty Industrial Machinery names. ROK ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,090 | $5,980,037 | |
| 2 | CMI |
Cummins Inc
|
6,777 | $4,833,424 | |
| 3 | EMR |
Emerson Electric Co
|
30,838 | $4,414,459 | |
| 4 | ETN |
Eaton Corp plc
|
8,306 | $3,539,352 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,899 | $2,835,569 | |
| 6 | NDSN |
Nordson Corp
|
5,617 | $1,694,592 | |
| 7 | AME |
Ametek Inc/
|
3,078 | $744,691 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
1,310 | $648,554 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,554 | 1,310 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $463,672 | 1,292 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $580,492 | 1,492 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $609,230 | 1,743 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $639,095 | 1,924 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $500,740 | 1,938 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $435,829 | 1,525 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $306,849 | 1,143 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $316,021 | 1,148 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $202,183 | 694 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $199,638 | 643 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $178,382 | 624 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $222,708 | 676 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $195,731 | 667 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $590,865 | 2,294 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $543,152 | 2,525 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $528,171 | 2,650 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $679,352 | 2,426 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $903,521 | 2,590 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $765,386 | 2,603 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $625,811 | 2,188 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $562,732 | 2,120 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $666,151 | 2,656 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $578,843 | 2,623 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $571,905 | 2,685 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $407,306 | 2,699 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||