WealthPlan Investment Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1929986
OMAHA, NE
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$262,392
-$117,266 QoQ
Shares Held
530
-64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,162
of 1,527 holders
Holding Since
Mar 2022
4 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, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. ROK ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
530 | $262,392 |
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,392 | 530 | Shares | Sole | 2026-07-28 | |
| 2022-12-31 | $379,658 | 1,474 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $317,072 | 1,474 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $412,764 | 1,474 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||