OneDigital Investment Advisors LLC
Position in ROK — Rockwell Automation, Inc
CIK 1690370
OVERLAND PARK, KS
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,073,890
+$624,015 QoQ
Shares Held
4,189
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#545
of 1,535 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. ROK ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,890 | 4,189 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||