MILESTONE ASSET MANAGEMENT, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1964722
PITTSBURGH, PA
Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$337,149
+$93,471 QoQ
Shares Held
681
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,050
of 1,527 holders
Holding Since
Jun 2025
5 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $1,248,840 across 2 Specialty Industrial Machinery names. ROK ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
776 | $911,691 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
681 | $337,149 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,149 | 681 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $243,678 | 679 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $263,011 | 676 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $235,582 | 674 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $222,885 | 671 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||