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Ascentis Independent Advisors

Position in ROK — Rockwell Automation, Inc

CIK 1845003 DALLAS, TX

Position in ROK

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$43,065
-$467,584 QoQ
Shares Held
120
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Ascentis Independent Advisors holds $172,630 across 7 Specialty Industrial Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in ROK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $43,065 120
2020-12-31 $510,649 2,036