ELEVATION WEALTH PARTNERS, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1976256
WALNUT CREEK, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$43,567
+$39,620 QoQ
Shares Held
88
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,346
of 1,521 holders
Holding Since
Mar 2024
8 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,339,129 across 19 Specialty Industrial Machinery names. ROK ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,513 | $644,719 | |
| 2 | DOV |
DOVER Corp
|
762 | $170,901 | |
| 3 | GEV |
GE Vernova Inc.
|
75 | $88,114 | |
| 4 | ITW |
Illinois Tool Works Inc
|
226 | $61,126 | |
| 5 | EMR |
Emerson Electric Co
|
382 | $54,683 | |
| 6 | NDSN |
Nordson Corp
|
150 | $45,253 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
88 | $43,567 | |
| 8 | GGG |
Graco Inc
|
528 | $39,922 |
All Filings in ROK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,567 | 88 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,947 | 11 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,781 | 20 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,097 | 6 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $11,431 | 40 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,496 | 54 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $14,865 | 54 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $15,731 | 54 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||