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Equibles

NewEdge Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1633516 NEW ORLEANS, LA
Back to ROK Full portfolio

Position in ROK

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$23,711,856
+$11,341,263 QoQ
Shares Held
47,895
+38.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#188
of 1,538 holders
Holding Since
Mar 2020
25 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, 2026

NewEdge Advisors, LLC holds $370,251,151 across 44 Specialty Industrial Machinery names. ROK ranks #5 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 69,996 $82,235,500
2 CMI
Cummins Inc
 101,415 $72,330,192
3 ETN
Eaton Corp plc
 158,898 $67,709,615
4 EMR
Emerson Electric Co
 438,351 $62,749,945
5 ROK
Rockwell Automation, Inc
This page 		47,895 $23,711,856
6 PH
Parker-Hannifin Corp
 17,785 $17,395,864
7 ITW
Illinois Tool Works Inc
 33,696 $9,113,757
8 GNRC
Generac Holdings Inc.
 22,508 $6,590,567

All Filings in ROK

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,711,856 47,895
2026-03-31 $12,370,593 34,470
2025-12-31 $11,584,170 29,774
2025-09-30 $7,583,402 21,696
2025-06-30 $7,005,797 21,091
2025-03-31 $4,940,483 19,121
2024-12-31 $10,002,078 34,998
2024-09-30 $5,020,738 18,702
2024-06-30 $5,473,116 19,882
2024-03-31 $5,753,184 19,748
2023-12-31 $1,568,855 5,053
2023-09-30 $1,331,582 4,658
2023-06-30 $3,682,262 11,177
2023-03-31 $3,188,627 10,866
2022-12-31 $2,456,960 9,539
2022-09-30 $938,740 4,364
2022-06-30 $871,184 4,371
2021-12-31 $2,976,388 8,532
2021-09-30 $2,880,415 9,796
2021-06-30 $1,867,996 6,531
2021-03-31 $1,378,429 5,193
2020-12-31 $2,056,391 8,199
2020-09-30 $1,189,244 5,389
2020-06-30 $1,145,940 5,380
2020-03-31 $260,923 1,729