Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,255,027
+$348,497 QoQ
Shares Held
2,535
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#654
of 1,525 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $5,131,188 across 7 Specialty Industrial Machinery names. ROK ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,360 | $1,597,808 | |
| 2 | ROK |
Rockwell Automation, Inc
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|
2,535 | $1,255,027 | |
| 3 | ETN |
Eaton Corp plc
|
1,982 | $844,568 | |
| 4 | CMI |
Cummins Inc
|
658 | $469,291 | |
| 5 | PH |
Parker-Hannifin Corp
|
456 | $446,022 | |
| 6 | EMR |
Emerson Electric Co
|
2,031 | $290,737 | |
| 7 | ITW |
Illinois Tool Works Inc
|
842 | $227,735 |
All Filings in ROK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,027 | 2,535 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $906,530 | 2,526 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $995,629 | 2,559 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $878,368 | 2,513 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $992,523 | 2,988 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $699,692 | 2,708 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $745,911 | 2,610 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $598,128 | 2,228 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $585,520 | 2,127 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $631,894 | 2,169 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $385,615 | 1,242 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $338,184 | 1,183 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $397,975 | 1,208 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $363,878 | 1,240 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||