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Canopy Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1960860 CINCINNATI, OH

Position in ROK

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$270,313
+$62,161 QoQ
Shares Held
546
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,150
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, 2026

Canopy Partners, LLC holds $4,594,488 across 7 Specialty Industrial Machinery names. ROK ranks #7 (5.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 ROK
Rockwell Automation, Inc
This page
546 $270,313

All Filings in ROK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $270,313 546
2025-12-31 $208,152 535