Notis-McConarty Edward

Position in ROK — Rockwell Automation, Inc

CIK 1592616 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,820,283

+$2,329,420 QoQ

Shares Held

15,796

+3.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

3.49%

of 13F equity value

Holder Rank

#351

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 45% None 0%

Industrials · as of Jun 30, 2026

Notis-McConarty Edward holds $13,312,930 across 4 Specialty Industrial Machinery names. ROK ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	15,796	$7,820,283
2	XYL	Xylem Inc.	33,488	$3,958,615
3	EMR	Emerson Electric Co	7,337	$1,050,291
4	IR	Ingersoll Rand Inc.	5,900	$483,741

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,820,283	15,796	+3.2%	Shares	Sole	2026-08-11
2026-03-31	$5,490,863	15,300	-1.2%	Shares	Sole	2026-05-08
2025-12-31	$6,026,692	15,490	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$5,506,144	15,753	-8.2%	Shares	Sole	2025-11-10
2025-06-30	$5,697,710	17,153	-7.4%	Shares	Sole	2025-07-23
2025-03-31	$4,786,488	18,525	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$5,262,822	18,415	-2.8%	Shares	Sole	2025-02-13
2024-09-30	$5,085,705	18,944	-10.0%	Shares	Sole	2024-11-12
2024-06-30	$5,792,991	21,044	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$6,228,342	21,379	-8.5%	Shares	Sole	2024-04-29
2023-12-31	$7,252,191	23,358	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$6,976,084	24,403	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$8,215,822	24,938	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$7,326,859	24,968	-1.3%	Shares	Sole	2023-05-10
2022-12-31	$6,517,292	25,303	+1.3%	Shares	Sole	2023-02-09
2022-09-30	$5,373,231	24,979	+1.1%	Shares	Sole	2022-11-08
2022-06-30	$4,923,353	24,702	+0.8%	Shares	Sole	2022-07-19
2022-03-31	$6,859,054	24,494	-0.1%	Shares	Sole	2022-05-17
2021-12-31	$8,553,451	24,519	+0.0%	Shares	Sole	2022-02-08
2021-09-30	$7,208,684	24,516	+4.6%	Shares	Sole	2021-11-10
2021-06-30	$6,701,734	23,431	+0.7%	Shares	Sole	2021-08-09
2021-03-31	$6,178,116	23,275	+4.1%	Shares	Sole	2021-05-17
2020-12-31	$5,609,615	22,366	-2.6%	Shares	Sole	2021-02-16
2020-09-30	$5,069,901	22,974	-0.1%	Shares	Sole	2020-10-28
2020-06-30	$4,897,083	22,991	+1.4%	Shares	Sole	2020-07-28
2020-03-31	$3,423,089	22,683	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.