Fortitude Advisory Group L.L.C.
Position in ROK — Rockwell Automation, Inc
CIK 1928999
GIG HARBOR, WA
Position in ROK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$549,538
+$137,903 QoQ
Shares Held
1,110
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#891
of 1,527 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fortitude Advisory Group L.L.C. holds $3,715,142 across 6 Specialty Industrial Machinery names. ROK ranks #3 (14.8% of the industry book) .
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,538 | 1,110 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $411,635 | 1,147 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $469,607 | 1,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $422,931 | 1,210 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $376,016 | 1,132 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $289,385 | 1,120 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $309,224 | 1,082 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $279,735 | 1,042 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $289,594 | 1,052 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $429,129 | 1,473 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $421,631 | 1,358 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $380,492 | 1,331 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $454,641 | 1,380 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $419,046 | 1,428 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $367,809 | 1,428 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $301,799 | 1,403 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $274,649 | 1,378 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $399,322 | 1,426 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $533,391 | 1,529 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||