WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1632972
PLYMOUTH, MN
Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,729,246
+$8,154,733 QoQ
Shares Held
49,950
+8.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#182
of 1,526 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. ROK ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
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|
49,950 | $24,729,246 |
All Filings in ROK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,729,246 | 49,950 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||