Accel Wealth Management

Position in ROK — Rockwell Automation, Inc

CIK 1838226 WAVERLY, IA

Position in ROK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$300,018

+$82,896 QoQ

Shares Held

606

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,104

of 1,527 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Accel Wealth Management holds $1,546,474 across 4 Specialty Industrial Machinery names. ROK ranks #4 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	3,207	$459,082
2	ETN	Eaton Corp plc	1,062	$452,539
3	GEV	GE Vernova Inc.	285	$334,835
4	ROK	Rockwell Automation, Inc This page	606	$300,018

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,018	606	+0.2%	Shares	Sole	2026-07-10
2026-03-31	$217,122	605	0.0%	Shares	Sole	2026-04-08
2025-12-31	$235,387	605	0.0%	Shares	Sole	2026-01-20
2025-09-30	$211,465	605	-12.3%	Shares	Sole	2025-10-08
2025-06-30	$229,197	690	+35.6%	Shares	Sole	2025-07-22
2023-03-31	$149,366	509	0.0%	Shares	Sole	2023-04-20
2022-12-31	$131,103	509	+0.2%	Shares	Sole	2023-01-26
2022-09-30	$109,275	508	0.0%	Shares	Sole	2022-10-12
2022-06-30	$101,249	508	0.0%	Shares	Sole	2022-08-03
2022-03-31	$142,255	508	0.0%	Shares	Sole	2022-04-29
2021-12-31	$177,215	508	+1.6%	Shares	Sole	2022-01-18
2021-09-30	$147,020	500	-2.2%	Shares	Sole	2021-11-04
2021-06-30	$146,156	511	0.0%	Shares	Sole	2021-08-03
2021-03-31	$135,639	511	0.0%	Shares	Sole	2021-05-10
2020-12-31	$128,163	511	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.