Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$906,491
+$260,149 QoQ
Shares Held
1,831
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#733
of 1,527 holders
Holding Since
Sep 2025
4 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, 2026Aprio Wealth Management, LLC holds $8,139,877 across 9 Specialty Industrial Machinery names. ROK ranks #6 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,274 | $1,496,771 | |
| 2 | ETN |
Eaton Corp plc
|
2,845 | $1,212,311 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,209 | $1,182,547 | |
| 4 | EMR |
Emerson Electric Co
|
7,879 | $1,127,878 | |
| 5 | CMI |
Cummins Inc
|
1,426 | $1,017,037 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
1,831 | $906,491 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,392 | $646,964 | |
| 8 | AME |
Ametek Inc/
|
1,300 | $314,522 |
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,491 | 1,831 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $646,342 | 1,801 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,776 | 606 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $204,475 | 585 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||