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IPG Investment Advisors LLC

Position in ROK — Rockwell Automation, Inc

CIK 1602237 SAN DIEGO, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,351,630
+$2,130,111 QoQ
Shares Held
4,750
+648.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#522
of 1,527 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority Sole 50% Shared 0% None 50%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

IPG Investment Advisors LLC holds $11,554,883 across 3 Specialty Industrial Machinery names. ROK ranks #2 (20.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ROK
Rockwell Automation, Inc
This page
4,750 $2,351,630

All Filings in ROK

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,351,630 4,750
2021-12-31 $221,519 635