EverSource Wealth Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1710537
BIRMINGHAM, AL
Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$359,919
-$44,170 QoQ
Shares Held
727
-35.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,025
of 1,527 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,320,520 across 54 Specialty Industrial Machinery names. ROK ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,919 | 727 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $404,089 | 1,126 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $369,221 | 949 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $339,391 | 971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $265,402 | 799 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $156,833 | 607 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $163,182 | 571 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $151,946 | 566 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $152,228 | 553 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $167,803 | 576 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $177,592 | 572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $163,802 | 573 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $209,858 | 637 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $189,567 | 646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $185,706 | 721 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $251,677 | 1,170 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $282,620 | 1,418 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $366,557 | 1,309 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $334,545 | 959 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||