Kingsview Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1791965
GRANTS PASS, OR
Position in ROK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$713,905
+$14,448 QoQ
Shares Held
1,442
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#797
of 1,526 holders
Holding Since
Jun 2020
25 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, 2026Kingsview Wealth Management, LLC holds $51,542,800 across 17 Specialty Industrial Machinery names. ROK ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,097 | $10,687,701 | |
| 2 | ETN |
Eaton Corp plc
|
20,956 | $8,929,770 | |
| 3 | ITW |
Illinois Tool Works Inc
|
27,800 | $7,519,066 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,734 | $4,630,420 | |
| 5 | FELE |
Franklin Electric Co Inc
|
38,416 | $4,117,810 | |
| 6 | IEX |
Idex Corp /De/
|
17,402 | $3,949,383 | |
| 7 | EMR |
Emerson Electric Co
|
26,957 | $3,858,894 | |
| 8 | CMI |
Cummins Inc
|
4,895 | $3,491,162 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,905 | 1,442 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $699,457 | 1,949 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $792,535 | 2,037 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $716,186 | 2,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $634,112 | 1,909 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $529,420 | 2,049 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $607,875 | 2,127 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $564,839 | 2,104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $676,087 | 2,456 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $795,330 | 2,730 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $803,522 | 2,588 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $748,121 | 2,617 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $818,353 | 2,484 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $638,840 | 2,177 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $532,654 | 2,068 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $356,652 | 1,658 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $209,474 | 1,051 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $373,279 | 1,333 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $391,060 | 1,121 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $242,583 | 825 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $219,663 | 768 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $202,796 | 764 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $220,461 | 879 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $429,884 | 1,948 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $208,527 | 979 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||