Tradition Wealth Management, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1843010 EDINA, MN

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$384,677

+$108,699 QoQ

Shares Held

777

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,007

of 1,527 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,002,453 across 5 Specialty Industrial Machinery names. ROK ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,135	$1,333,466
2	ETN	Eaton Corp plc	2,528	$1,077,231
3	CMI	Cummins Inc	1,168	$833,029
4	ROK	Rockwell Automation, Inc This page	777	$384,677
5	EMR	Emerson Electric Co	2,613	$374,050

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,677	777	+1.0%	Shares	Sole	2026-08-11
2026-03-31	$275,978	769	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$297,638	765	-13.6%	Shares	Sole	2026-02-11
2025-09-30	$309,334	885	-8.2%	Shares	Sole	2025-11-13
2025-06-30	$320,211	964	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$249,336	965	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$274,358	960	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$256,647	956	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$261,516	950	+0.5%	Shares	Sole	2024-08-12
2024-03-31	$275,306	945	+10.1%	Shares	Sole	2024-05-13
2023-12-31	$266,391	858	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$245,562	859	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$282,009	856	+1.2%	Shares	Sole	2023-08-14
2023-03-31	$248,258	846	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$217,131	843	+0.5%	Shares	Sole	2023-02-03
2022-09-30	$180,477	839	+23.0%	Shares	Sole	2022-11-14
2022-06-30	$135,929	682	+0.6%	Shares	Sole	2022-08-02
2022-03-31	$189,860	678	0.0%	Shares	Sole	2022-05-11
2021-12-31	$236,520	678	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$197,888	673	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$191,919	671	+15.3%	Shares	Sole	2021-08-09
2021-03-31	$154,486	582	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$145,469	580	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.