Dakota Wealth Management
Position in ROK — Rockwell Automation, Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,812,734
+$5,330,400 QoQ
Shares Held
11,741
+773.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#381
of 1,527 holders
Holding Since
Dec 2020
20 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, 2026Dakota Wealth Management holds $93,003,039 across 16 Specialty Industrial Machinery names. ROK ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
32,571 | $23,229,962 | |
| 2 | ETN |
Eaton Corp plc
|
39,672 | $16,905,032 | |
| 3 | GEV |
GE Vernova Inc.
|
11,696 | $13,741,162 | |
| 4 | DOV |
DOVER Corp
|
51,700 | $11,595,276 | |
| 5 | IEX |
Idex Corp /De/
|
41,407 | $9,397,318 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
11,741 | $5,812,734 | |
| 7 | PNR |
PENTAIR plc
|
43,575 | $3,340,459 | |
| 8 | NDSN |
Nordson Corp
|
9,940 | $2,998,798 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,812,734 | 11,741 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $482,334 | 1,344 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $518,630 | 1,333 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $482,001 | 1,379 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $598,570 | 1,802 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $466,117 | 1,804 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $577,010 | 2,019 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $549,000 | 2,045 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $613,323 | 2,228 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $732,403 | 2,514 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $801,348 | 2,581 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,441,043 | 8,539 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $821,648 | 2,494 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $645,590 | 2,200 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $540,897 | 2,100 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $451,731 | 2,100 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 | $818,402 | 2,346 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $716,575 | 2,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $512,833 | 1,793 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $1,287,407 | 5,133 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||