Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$410,419
+$99,632 QoQ
Shares Held
829
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#991
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026Advisor OS, LLC holds $5,973,810 across 8 Specialty Industrial Machinery names. ROK ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,391 | $1,634,226 | |
| 2 | CMI |
Cummins Inc
|
2,065 | $1,472,776 | |
| 3 | PH |
Parker-Hannifin Corp
|
854 | $835,313 | |
| 4 | ETN |
Eaton Corp plc
|
1,471 | $626,820 | |
| 5 | AME |
Ametek Inc/
|
2,106 | $509,524 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
829 | $410,419 | |
| 7 | FLS |
Flowserve Corp
|
3,307 | $245,245 | |
| 8 | EMR |
Emerson Electric Co
|
1,673 | $239,487 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,419 | 829 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $310,787 | 866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $350,162 | 900 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $291,508 | 834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,360 | 835 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,296 | 841 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $229,487 | 803 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||