Steward Partners Investment Advisory, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1723397
STAMFORD, CT
Position in ROK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$577,263
-$15,606 QoQ
Shares Held
1,166
-29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#870
of 1,527 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $271,851,481 across 46 Specialty Industrial Machinery names. ROK ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
75,411 | $88,597,367 | |
| 2 | ETN |
Eaton Corp plc
|
177,949 | $75,827,627 | |
| 3 | CMI |
Cummins Inc
|
42,430 | $30,261,500 | |
| 4 | PH |
Parker-Hannifin Corp
|
24,708 | $24,167,388 | |
| 5 | GNRC |
Generac Holdings Inc.
|
37,394 | $10,949,337 | |
| 6 | EMR |
Emerson Electric Co
|
65,156 | $9,327,081 | |
| 7 | ITW |
Illinois Tool Works Inc
|
28,598 | $7,734,901 | |
| 8 | AME |
Ametek Inc/
|
17,238 | $4,170,561 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,263 | 1,166 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $592,869 | 1,652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $714,721 | 1,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $437,961 | 1,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356,418 | 1,073 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $257,863 | 998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $298,364 | 1,044 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $263,359 | 981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $292,072 | 1,061 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $378,146 | 1,298 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $263,287 | 848 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $259,855 | 909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,633 | 867 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,891 | 780 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,332,409 | 5,173 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,146,321 | 5,329 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,341,954 | 6,733 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,604,571 | 5,730 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,861,114 | 5,335 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,460,496 | 4,967 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,542,505 | 5,393 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,313,397 | 4,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $979,413 | 3,905 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $389,941 | 1,767 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $326,316 | 1,532 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $352,073 | 2,333 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||