Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$632,712
+$174,064 QoQ
Shares Held
1,278
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#834
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026Waldron Private Wealth LLC holds $7,122,175 across 7 Specialty Industrial Machinery names. ROK ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
7,482 | $1,810,195 | |
| 2 | GEV |
GE Vernova Inc.
|
1,014 | $1,191,308 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,074 | $1,101,894 | |
| 4 | EMR |
Emerson Electric Co
|
6,841 | $979,289 | |
| 5 | ETN |
Eaton Corp plc
|
2,267 | $966,014 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
1,278 | $632,712 | |
| 7 | CMI |
Cummins Inc
|
618 | $440,763 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,712 | 1,278 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $458,648 | 1,278 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $461,047 | 1,185 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||