Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$584,689
+$147,215 QoQ
Shares Held
1,181
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#872
of 1,540 holders
Holding Since
Sep 2022
16 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, 20261900 WEALTH MANAGEMENT LLC holds $9,245,642 across 11 Specialty Industrial Machinery names. ROK ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
18,272 | $5,085,097 | |
| 2 | CMI |
Cummins Inc
|
1,058 | $754,576 | |
| 3 | GEV |
GE Vernova Inc.
|
596 | $700,216 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
1,181 | $584,689 | |
| 5 | FELE |
Franklin Electric Co Inc
|
3,458 | $370,663 | |
| 6 | EMR |
Emerson Electric Co
|
2,568 | $367,609 | |
| 7 | PH |
Parker-Hannifin Corp
|
342 | $334,517 | |
| 8 | ETN |
Eaton Corp plc
|
783 | $333,651 |
All Filings in ROK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,689 | 1,181 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $437,474 | 1,219 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $570,765 | 1,467 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $435,164 | 1,245 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $413,551 | 1,245 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $324,783 | 1,257 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $359,238 | 1,257 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $337,991 | 1,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $346,577 | 1,259 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $372,611 | 1,279 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $396,482 | 1,277 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $365,055 | 1,277 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $428,943 | 1,302 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $382,071 | 1,302 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $335,356 | 1,302 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $279,643 | 1,300 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||