Prestige Wealth Management Group LLC
Position in ROK — Rockwell Automation, Inc
CIK 1772715
FLEMINGTON, NJ
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,576
+$12,431 QoQ
Shares Held
86
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,351
of 1,526 holders
Holding Since
Mar 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, 2026Prestige Wealth Management Group LLC holds $3,038,451 across 28 Specialty Industrial Machinery names. ROK ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,438 | $1,464,999 | |
| 2 | GEV |
GE Vernova Inc.
|
499 | $586,254 | |
| 3 | CMI |
Cummins Inc
|
802 | $571,993 | |
| 4 | EMR |
Emerson Electric Co
|
564 | $80,736 | |
| 5 | XYL |
Xylem Inc.
|
600 | $70,926 | |
| 6 | ITT |
Itt Inc.
|
312 | $61,701 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
86 | $42,576 | |
| 8 | ITW |
Illinois Tool Works Inc
|
124 | $33,537 |
All Filings in ROK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,576 | 86 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $30,145 | 84 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $32,681 | 84 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $49,160 | 148 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $48,575 | 188 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $432,686 | 1,514 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $406,984 | 1,516 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $435,217 | 1,581 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $469,914 | 1,613 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $501,113 | 1,614 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $456,533 | 1,597 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $508,011 | 1,542 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $419,926 | 1,431 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $362,400 | 1,407 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,819 | 41 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,584 | 23 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $280 | 1 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $348 | 1 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $294 | 1 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $286 | 1 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $265 | 1 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||