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Focused Wealth Management, Inc

Position in ROK — Rockwell Automation, Inc

CIK 1586052 Newburgh, NY

Position in ROK

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$717
-$5,542 QoQ
Shares Held
2
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Derivatives in ROK

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$251,216
PutShares
700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Focused Wealth Management, Inc holds $4,497,464 across 5 Specialty Industrial Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in ROK

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $717 2
2026-03-31 $251,216 700
2023-06-30 $6,259 19
2023-03-31 $5,575 19
2022-12-31 $4,893 19
2022-09-30 $4,087 19
2022-06-30 $3,587 18
2022-03-31 $5,040 18
2021-12-31 $6,279 18
2021-09-30 $99,385 338
2021-06-30 $5,148 18
2021-03-31 $4,777 18