Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$257,441
+$53,598 QoQ
Shares Held
520
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,173
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026Simplify Asset Management Inc. holds $696,838 across 2 Specialty Industrial Machinery names. ROK ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
374 | $439,397 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
520 | $257,441 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,441 | 520 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $203,843 | 568 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $228,773 | 588 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||