Quadrant Private Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1727454
Center Valley, PA
Position in ROK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$209,227
-$75,572 QoQ
Shares Held
583
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
All Filings in ROK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,227 | 583 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $284,799 | 732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,730 | 786 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $247,798 | 746 | Shares | Sole | 2025-08-06 | |
| 2022-12-31 | $207,858 | 807 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $273,869 | 978 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $350,594 | 1,005 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $313,740 | 1,067 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $308,615 | 1,079 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $289,064 | 1,089 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $229,992 | 917 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||