North Ridge Wealth Advisors, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1974277
BEAVERTON, OR
Position in ROK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$487,359
-$40,998 QoQ
Shares Held
1,358
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $574,287 across 5 Specialty Industrial Machinery names. ROK ranks #1 (84.9% of the industry book) .
All Filings in ROK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $487,359 | 1,358 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $528,357 | 1,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $492,837 | 1,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $468,359 | 1,410 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $364,315 | 1,410 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $402,963 | 1,410 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $378,528 | 1,410 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $388,144 | 1,410 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $410,775 | 1,410 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $437,776 | 1,410 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $403,076 | 1,410 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $464,524 | 1,410 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $413,764 | 1,410 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||