Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$326,752
+$89,892 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,063
of 1,527 holders
Holding Since
Jun 2021
14 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, 2026Aries Wealth Management holds $6,993,867 across 8 Specialty Industrial Machinery names. ROK ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,849 | $2,172,316 | |
| 2 | ITW |
Illinois Tool Works Inc
|
6,076 | $1,643,375 | |
| 3 | EMR |
Emerson Electric Co
|
6,186 | $885,525 | |
| 4 | ETN |
Eaton Corp plc
|
2,035 | $867,154 | |
| 5 | PH |
Parker-Hannifin Corp
|
464 | $453,847 | |
| 6 | CMI |
Cummins Inc
|
465 | $331,642 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
660 | $326,752 | |
| 8 | XYL |
Xylem Inc.
|
2,650 | $313,256 |
All Filings in ROK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,752 | 660 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $236,860 | 660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $256,786 | 660 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $230,689 | 660 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $219,232 | 660 | Shares | Sole | 2025-07-28 | |
| 2024-06-30 | $201,780 | 733 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $213,544 | 733 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $227,581 | 733 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $223,836 | 783 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $241,486 | 733 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $215,098 | 733 | Shares | Sole | 2023-04-11 | |
| 2021-12-31 | $255,707 | 733 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $215,531 | 733 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $208,222 | 728 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||