OneDigital Investment Advisors LLC
Position in ROK — Rockwell Automation, Inc
CIK 1690370
OVERLAND PARK, KS
Position in ROK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,449,875
-$327,396 QoQ
Shares Held
4,040
-11.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1.089108910891089.ToString("F0")%
Shared 0.ToString("F0")%
None 98.91089108910892.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $22,213,653 across 22 Specialty Industrial Machinery names. ROK ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,272 | $5,474,828 | |
| 2 | CMI |
Cummins Inc
|
5,124 | $2,756,814 | |
| 3 | ETN |
Eaton Corp plc
|
6,027 | $2,155,677 | |
| 4 | EMR |
Emerson Electric Co
|
16,080 | $2,106,801 | |
| 5 | ROK |
Rockwell Automation, Inc
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|
4,040 | $1,449,875 | |
| 6 | WTS |
Watts Water Technologies Inc
|
4,536 | $1,316,755 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,071 | $958,802 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,248 | $845,421 |
All Filings in ROK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,449,875 | 4,040 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,777,271 | 4,568 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,715,143 | 4,907 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,537,614 | 4,629 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,078,994 | 4,176 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,102,577 | 3,858 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,001,355 | 3,730 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,017,434 | 3,696 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $784,260 | 2,692 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,481,610 | 4,772 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $963,381 | 3,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $477,702 | 1,450 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $419,340 | 1,429 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $329,432 | 1,279 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||