Cornerstone Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1674117
ST. PETERS, MO
Position in ROK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$260,907
+$51,680 QoQ
Shares Held
527
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,167
of 1,527 holders
Holding Since
Dec 2021
5 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, 2026Cornerstone Wealth Management, LLC holds $42,178,429 across 16 Specialty Industrial Machinery names. ROK ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
58,833 | $8,421,943 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,865 | $7,692,913 | |
| 3 | DOV |
DOVER Corp
|
31,406 | $7,043,737 | |
| 4 | NDSN |
Nordson Corp
|
22,144 | $6,680,623 | |
| 5 | GEV |
GE Vernova Inc.
|
3,462 | $4,067,365 | |
| 6 | CMI |
Cummins Inc
|
4,268 | $3,043,980 | |
| 7 | ETN |
Eaton Corp plc
|
3,893 | $1,658,885 | |
| 8 | PNR |
PENTAIR plc
|
8,940 | $685,340 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,907 | 527 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $209,227 | 583 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $220,602 | 567 | Shares | Sole | 2026-02-05 | |
| 2023-09-30 | $432,235 | 1,512 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $400,130 | 1,147 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||