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Stratos Wealth Partners, LTD.

Position in ROK — Rockwell Automation, Inc

CIK 1612865 BEACHWOOD, OH

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,465,126
+$1,981,318 QoQ
Shares Held
9,019
+30.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#410
of 1,527 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, 2026

Stratos Wealth Partners, LTD. holds $100,447,222 across 18 Specialty Industrial Machinery names. ROK ranks #5 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ROK
Rockwell Automation, Inc
This page
9,019 $4,465,126

All Filings in ROK

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,465,126 9,019
2026-03-31 $2,483,808 6,921
2025-12-31 $2,903,629 7,463
2025-09-30 $2,701,167 7,728
2025-06-30 $2,365,714 7,122
2025-03-31 $2,013,038 7,791
2024-12-31 $2,339,476 8,186
2024-09-30 $2,321,373 8,647
2024-06-30 $2,541,109 9,231
2024-03-31 $2,720,730 9,339
2023-12-31 $2,588,161 8,336
2023-09-30 $1,862,728 6,516
2023-06-30 $2,050,496 6,224
2023-03-31 $1,720,790 5,864
2022-12-31 $1,554,434 6,035
2022-09-30 $430,865 2,003
2022-06-30 $389,850 1,956
2022-03-31 $567,900 2,028
2021-12-31 $609,092 1,746
2021-09-30 $529,860 1,802
2021-06-30 $507,399 1,774
2021-03-31 $455,229 1,715
2020-12-31 $434,904 1,734
2020-09-30 $366,108 1,659
2020-06-30 $481,167 2,259
2020-03-31 $439,751 2,914