Gladstone Institutional Advisory LLC
Position in ROK — Rockwell Automation, Inc
CIK 1766530
Bedminster, NJ
Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$369,824
+$83,438 QoQ
Shares Held
747
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,015
of 1,527 holders
Holding Since
Jun 2021
21 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, 2026Gladstone Institutional Advisory LLC holds $11,712,039 across 11 Specialty Industrial Machinery names. ROK ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,155 | $3,706,683 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,198 | $2,149,907 | |
| 3 | CMI |
Cummins Inc
|
1,998 | $1,424,993 | |
| 4 | EMR |
Emerson Electric Co
|
7,991 | $1,143,911 | |
| 5 | ETN |
Eaton Corp plc
|
2,473 | $1,053,794 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,845 | $769,487 | |
| 7 | DOV |
DOVER Corp
|
1,708 | $383,070 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
747 | $369,824 |
All Filings in ROK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,824 | 747 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $286,386 | 798 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $329,931 | 848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $318,421 | 911 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $429,495 | 1,293 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $328,917 | 1,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $400,106 | 1,400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $369,669 | 1,377 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $284,639 | 1,034 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $286,960 | 985 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $421,321 | 1,357 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $389,640 | 1,363 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $471,772 | 1,432 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $382,658 | 1,304 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $471,353 | 1,830 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $442,051 | 2,055 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $522,590 | 2,622 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $754,120 | 2,693 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,341,677 | 3,846 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,425,799 | 4,849 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $515,408 | 1,802 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||