Envestnet Portfolio Solutions, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1998033 BERWYN, PA

Position in ROK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$677,764

+$190,764 QoQ

Shares Held

1,369

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#813

of 1,527 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $94,120,992 across 26 Specialty Industrial Machinery names. ROK ranks #17 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	69,297	$29,528,837
2	ITW	Illinois Tool Works Inc	82,141	$22,216,676
3	PH	Parker-Hannifin Corp	8,801	$8,608,434
4	GEV	GE Vernova Inc.	7,146	$8,395,549
5	EMR	Emerson Electric Co	43,819	$6,272,689
6	CMI	Cummins Inc	3,107	$2,215,943
7	FLS	Flowserve Corp	26,431	$1,960,122
8	PNR	PENTAIR plc	23,740	$1,819,908

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,764	1,369	+0.9%	Shares	Sole	2026-07-20
2026-03-31	$487,000	1,357	-3.6%	Shares	Sole	2026-04-29
2025-12-31	$547,810	1,408	+109.5%	Shares	Sole	2026-02-06
2025-09-30	$234,884	672	-7.8%	Shares	Sole	2025-10-30
2025-06-30	$242,151	729	-17.0%	Shares	Sole	2025-07-25
2025-03-31	$226,857	878	-84.6%	Shares	Sole	2025-04-21
2024-12-31	$1,633,861	5,717	+14.6%	Shares	Sole	2025-02-10
2024-09-30	$1,339,346	4,989	-15.7%	Shares	Sole	2024-10-31
2024-06-30	$1,628,281	5,915	+12.6%	Shares	Sole	2024-07-16
2024-03-31	$1,529,773	5,251	+70.0%	Shares	Sole	2024-05-06
2023-12-31	$958,762	3,088	-2.5%	Shares	Sole	2024-02-07
2023-09-30	$905,350	3,167	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.