Wealthcare Advisory Partners LLC
Position in ROK — Rockwell Automation, Inc
CIK 1683059
WEST CHESTER, PA
Position in ROK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,937,248
+$466,917 QoQ
Shares Held
3,913
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#562
of 1,527 holders
Holding Since
Mar 2020
17 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, 2026Wealthcare Advisory Partners LLC holds $17,831,653 across 13 Specialty Industrial Machinery names. ROK ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,012 | $3,840,193 | |
| 2 | GEV |
GE Vernova Inc.
|
3,154 | $3,705,508 | |
| 3 | CMI |
Cummins Inc
|
4,375 | $3,120,293 | |
| 4 | EMR |
Emerson Electric Co
|
19,113 | $2,736,025 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
3,913 | $1,937,248 | |
| 6 | FLS |
Flowserve Corp
|
8,549 | $633,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,097 | $567,175 | |
| 8 | SYM |
Symbotic Inc.
|
6,792 | $305,300 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,937,248 | 3,913 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,470,331 | 4,097 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,118,187 | 2,874 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $421,882 | 1,207 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $379,338 | 1,142 | Shares | Sole | 2025-07-22 | |
| 2023-09-30 | $270,718 | 947 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $321,213 | 975 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $521,754 | 1,778 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $503,034 | 1,953 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $329,333 | 1,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,769 | 1,494 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $471,290 | 1,683 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $574,207 | 1,646 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $318,151 | 1,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $263,138 | 920 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $198,283 | 747 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $104,127 | 690 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||