High Net Worth Advisory Group LLC

Position in ROK — Rockwell Automation, Inc

CIK 1919142 NAPLES, FL

Position in ROK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$637,663

+$581,771 QoQ

Shares Held

1,288

+493.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#833

of 1,527 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $7,773,207 across 5 Specialty Industrial Machinery names. ROK ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	4,694	$4,591,295
2	GEV	GE Vernova Inc.	1,072	$1,259,449
3	ETN	Eaton Corp plc	2,249	$958,343
4	ROK	Rockwell Automation, Inc This page	1,288	$637,663
5	ITW	Illinois Tool Works Inc	1,207	$326,457

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,663	1,288	+493.5%	Shares	Sole	2026-07-29
2022-12-31	$55,892	217	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$46,463	216	+0.5%	Shares	Sole	2022-10-24
2022-06-30	$42,851	215	-43.0%	Shares	Sole	2022-08-10
2022-03-31	$105,571	377	+77.0%	Shares	Sole	2022-08-10
2021-12-31	$74,305	213	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.