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Straight Path Wealth Management

Position in ROK — Rockwell Automation, Inc

CIK 1902506 Jenison, MI

Position in ROK

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$334,117
New position
Shares Held
931
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Straight Path Wealth Management holds $29,962 across 1 Specialty Industrial Machinery name.

# Ticker Company Shares Value (USD) Open

All Filings in ROK

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $334,117 931