Accurate Wealth Management, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1877728 WESLEY CHAPEL, FL

Position in ROK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$262,887

+$79,141 QoQ

Shares Held

531

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,158

of 1,526 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $7,737,788 across 7 Specialty Industrial Machinery names. ROK ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	2,744	$2,683,961
2	GEV	GE Vernova Inc.	1,154	$1,355,788
3	CMI	Cummins Inc	1,860	$1,326,570
4	ETN	Eaton Corp plc	2,091	$891,016
5	ITW	Illinois Tool Works Inc	2,482	$671,306
6	EMR	Emerson Electric Co	3,816	$546,260
7	ROK	Rockwell Automation, Inc This page	531	$262,887

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,887	531	+3.7%	Shares	Sole	2026-07-15
2026-03-31	$183,746	512	-1.3%	Shares	Sole	2026-04-23
2025-12-31	$201,927	519	-40.8%	Shares	Sole	2026-01-14
2023-12-31	$271,980	876	+5.0%	Shares	Sole	2024-01-12
2023-09-30	$238,415	834	-29.0%	Shares	Sole	2023-10-23
2023-06-30	$387,103	1,175	+16.7%	Shares	Sole	2023-07-24
2023-03-31	$295,504	1,007	+4.2%	Shares	Sole	2023-04-13
2022-12-31	$248,812	966	-7.5%	Shares	Sole	2023-01-11
2022-06-30	$208,079	1,044	-3.6%	Shares	Sole	2022-08-04
2022-03-31	$303,272	1,083	+18.6%	Shares	Sole	2022-05-10
2021-12-31	$318,500	913	+13.1%	Shares	Sole	2022-02-08
2021-09-30	$237,290	807	—	Shares	Sole	2021-10-22
No filing history on record for this holder in this stock.