Position in ROK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$822,822
+$226,364 QoQ
Shares Held
1,662
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#754
of 1,527 holders
Holding Since
Sep 2023
12 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, 2026WATERSHED PRIVATE WEALTH LLC holds $1,098,947 across 2 Specialty Industrial Machinery names. ROK ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,662 | $822,822 | |
| 2 | ETN |
Eaton Corp plc
|
648 | $276,125 |
All Filings in ROK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,822 | 1,662 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $596,458 | 1,662 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $646,634 | 1,662 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $565,889 | 1,619 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $537,783 | 1,619 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $418,317 | 1,619 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $462,694 | 1,619 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $434,636 | 1,619 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $445,678 | 1,619 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $471,663 | 1,619 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $502,667 | 1,619 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $350,476 | 1,226 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||