Cetera Investment Advisers

Position in ROK — Rockwell Automation, Inc

CIK 1666741 SCHAUMBURG, IL

Position in ROK

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$14,429,847

-$481,649 QoQ

Shares Held

40,208

+4.9% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Cetera Investment Advisers holds $528,803,692 across 47 Specialty Industrial Machinery names. ROK ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	151,989	$132,671,198
2	ETN	Eaton Corp plc	243,977	$87,263,253
3	PH	Parker-Hannifin Corp	74,801	$66,964,847
4	CMI	Cummins Inc	86,328	$46,446,190
5	EMR	Emerson Electric Co	330,019	$43,239,089
6	ITW	Illinois Tool Works Inc	134,943	$35,124,313
7	SMR	NUSCALE POWER Corp	1,523,925	$16,519,347
8	ROK	Rockwell Automation, Inc This page	40,208	$14,429,847

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,429,847	40,208	+4.9%	Shares	Sole	2026-05-13
2025-12-31	$14,911,496	38,326	+5.5%	Shares	Sole	2026-02-17
2025-09-30	$12,702,269	36,341	+27.3%	Shares	Sole	2025-11-14
2025-06-30	$9,485,114	28,555	+2.5%	Shares	Sole	2025-08-08
2025-03-31	$7,198,208	27,859	-6.0%	Shares	Sole	2025-05-06
2024-12-31	$8,466,814	29,626	+9.0%	Shares	Sole	2025-02-14
2024-09-30	$7,294,326	27,171	-1.2%	Shares	Sole	2024-11-13
2024-06-30	$7,573,228	27,511	+0.7%	Shares	Sole	2024-08-22
2024-03-31	$7,955,348	27,307	+336.5%	Shares	Sole	2024-05-24
2023-12-31	$1,942,362	6,256	+23.4%	Shares	Sole	2024-02-13
2023-09-30	$1,449,075	5,069	+8.7%	Shares	Sole	2023-11-14
2023-06-30	$1,536,225	4,663	-2.9%	Shares	Sole	2023-08-10
2023-03-31	$1,408,560	4,800	+4.2%	Shares	Sole	2023-05-15
2022-12-31	$1,186,367	4,606	+45.6%	Shares	Sole	2023-02-14
2022-09-30	$680,608	3,164	-5.3%	Shares	Sole	2022-11-14
2022-06-30	$665,894	3,341	-19.6%	Shares	Sole	2022-08-11
2022-03-31	$1,164,084	4,157	-14.7%	Shares	Sole	2022-05-13
2021-12-31	$1,700,643	4,875	+8.5%	Shares	Sole	2022-02-14
2021-09-30	$1,320,827	4,492	-1.7%	Shares	Sole	2021-11-16
2021-06-30	$1,307,397	4,571	+10.2%	Shares	Sole	2021-08-13
2021-03-31	$1,101,310	4,149	+25.5%	Shares	Sole	2021-05-17
2020-12-31	$828,927	3,305	+130.2%	Shares	Sole	2021-02-17
2020-09-30	$316,896	1,436	-6.9%	Shares	Sole	2020-11-13
2020-06-30	$328,659	1,543	-11.9%	Shares	Sole	2020-08-13
2020-03-31	$264,243	1,751	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.