MISSION WEALTH MANAGEMENT, LP
Position in ROK — Rockwell Automation, Inc
CIK 1645382
Santa Barbara, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$272,294
+$15,787 QoQ
Shares Held
550
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,145
of 1,527 holders
Holding Since
Sep 2021
4 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. ROK ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,294 | 550 | Shares | Sole | 2026-07-20 | |
| 2022-03-31 | $256,507 | 916 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $320,593 | 919 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $264,636 | 900 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||