Cornerstone Wealth Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1774879
HUNTERSVILLE, NC
Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$782,721
+$285,314 QoQ
Shares Held
1,581
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#772
of 1,527 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $28,686,287 across 8 Specialty Industrial Machinery names. ROK ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
19,987 | $14,254,928 | |
| 2 | ETN |
Eaton Corp plc
|
24,488 | $10,434,826 | |
| 3 | GEV |
GE Vernova Inc.
|
1,548 | $1,818,683 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
1,581 | $782,721 | |
| 5 | PH |
Parker-Hannifin Corp
|
475 | $464,607 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,414 | $382,444 | |
| 7 | EMR |
Emerson Electric Co
|
2,257 | $323,089 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,626 | $224,989 |
All Filings in ROK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,721 | 1,581 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $497,407 | 1,386 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $519,408 | 1,335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $399,862 | 1,144 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $403,586 | 1,215 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $209,769 | 734 | Shares | Sole | 2025-01-22 | |
| 2024-03-31 | $214,127 | 735 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $208,953 | 673 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $221,549 | 775 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $250,382 | 760 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $254,714 | 868 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $223,055 | 866 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $239,145 | 854 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,936,815 | 5,552 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $308,742 | 1,050 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $242,258 | 847 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $224,296 | 845 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $210,680 | 840 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||