Gerber Kawasaki Wealth & Investment Management
Position in ROK — Rockwell Automation, Inc
CIK 1666736
SANTA MONICA, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$252,490
+$51,877 QoQ
Shares Held
510
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,176
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, 2026Gerber Kawasaki Wealth & Investment Management holds $25,797,517 across 3 Specialty Industrial Machinery names. ROK ranks #3 (1.0% of the industry book) .
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,490 | 510 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,613 | 559 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $217,101 | 558 | Shares | Sole | 2026-02-13 | |
| 2021-09-30 | $882 | 3 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||