Heritage Wealth Management, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1944755
CINCINNATI, OH
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$260,412
+$55,762 QoQ
Shares Held
526
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,170
of 1,527 holders
Holding Since
Dec 2025
2 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, 2026Heritage Wealth Management, Inc. holds $6,843,692 across 7 Specialty Industrial Machinery names. ROK ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,666 | $3,266,635 | |
| 2 | EMR |
Emerson Electric Co
|
9,390 | $1,344,178 | |
| 3 | GEV |
GE Vernova Inc.
|
845 | $992,756 | |
| 4 | GNRC |
Generac Holdings Inc.
|
1,685 | $493,384 | |
| 5 | ITW |
Illinois Tool Works Inc
|
978 | $264,519 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
526 | $260,412 | |
| 7 | CMI |
Cummins Inc
|
311 | $221,808 |
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,412 | 526 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $204,650 | 526 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||