Position in ROK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,046,722
+$844,276 QoQ
Shares Held
6,154
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#469
of 1,527 holders
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $27,023,191 across 15 Specialty Industrial Machinery names. ROK ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,292 | $7,392,219 | |
| 2 | ETN |
Eaton Corp plc
|
12,974 | $5,528,480 | |
| 3 | ROK |
Rockwell Automation, Inc
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|
6,154 | $3,046,722 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,506 | $2,030,147 | |
| 5 | EMR |
Emerson Electric Co
|
12,383 | $1,772,626 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,712 | $1,674,541 | |
| 7 | DOV |
DOVER Corp
|
6,968 | $1,562,783 | |
| 8 | CMI |
Cummins Inc
|
1,938 | $1,382,200 |
All Filings in ROK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,046,722 | 6,154 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,202,446 | 6,137 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,463,292 | 3,761 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $966,450 | 2,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,740,570 | 5,240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,396,802 | 5,406 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $784,779 | 2,746 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $708,734 | 2,640 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $621,857 | 2,259 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $631,312 | 2,167 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $763,470 | 2,459 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $713,531 | 2,496 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $804,846 | 2,443 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $719,832 | 2,453 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $721,968 | 2,803 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $557,350 | 2,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $531,360 | 2,666 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $725,557 | 2,591 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,081,783 | 3,101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $937,693 | 3,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $726,490 | 2,540 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,103,699 | 4,158 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $917,964 | 3,660 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $596,849 | 3,955 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||