Connecticut Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1689829
FARMINGTON, CT
Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,740,701
+$504,360 QoQ
Shares Held
3,516
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#580
of 1,527 holders
Holding Since
Jun 2021
20 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, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. ROK ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,701 | 3,516 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,236,341 | 3,445 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,340,346 | 3,445 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,163,585 | 3,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,105,461 | 3,328 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $859,113 | 3,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $973,686 | 3,407 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $899,877 | 3,352 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $976,968 | 3,549 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $934,003 | 3,206 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $337,181 | 1,086 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $310,454 | 1,086 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $359,759 | 1,092 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $339,228 | 1,156 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $274,054 | 1,064 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $227,801 | 1,059 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $227,104 | 811 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $282,917 | 811 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $238,466 | 811 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $231,962 | 811 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||