WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1632972
PLYMOUTH, MN
Position in ROK
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$16,574,513
+$3,102,187 QoQ
Shares Held
46,184
+33.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 3.9559154685605407.ToString("F0")%
Shared 0.ToString("F0")%
None 96.04408453143945.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $481,845,364 across 39 Specialty Industrial Machinery names. ROK ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
139,435 | $121,712,811 | |
| 2 | ETN |
Eaton Corp plc
|
273,391 | $97,783,758 | |
| 3 | PH |
Parker-Hannifin Corp
|
43,222 | $38,694,063 | |
| 4 | ITW |
Illinois Tool Works Inc
|
140,131 | $36,474,697 | |
| 5 | EMR |
Emerson Electric Co
|
236,761 | $31,020,426 | |
| 6 | FLS |
Flowserve Corp
|
391,367 | $28,769,388 | |
| 7 | CMI |
Cummins Inc
|
48,526 | $26,107,958 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
46,184 | $16,574,513 |
All Filings in ROK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,574,513 | 46,184 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,472,326 | 34,627 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,777,418 | 36,556 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,946,826 | 35,966 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,176,882 | 35,517 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,729,232 | 20,047 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,856,978 | 18,092 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,072,309 | 18,426 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,886,769 | 16,774 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,116,089 | 16,478 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,581,352 | 16,026 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $486,268 | 1,476 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $404,080 | 1,377 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $13,161,230 | 44,760 | Shares | Sole | 2021-11-03 | |
| 2021-03-31 | $4,951,252 | 18,653 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,495,769 | 17,925 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $1,822,841 | 12,079 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||