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EAGLE WEALTH STRATEGIES LLC

Position in ROK — Rockwell Automation, Inc

CIK 2009882 MULLICA HILL, NJ

Position in ROK

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$845,101
+$232,493 QoQ
Shares Held
1,707
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#745
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026

EAGLE WEALTH STRATEGIES LLC holds $1,875,272 across 3 Specialty Industrial Machinery names. ROK ranks #1 (45.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROK
Rockwell Automation, Inc
This page
1,707 $845,101

All Filings in ROK

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $845,101 1,707
2026-03-31 $612,608 1,707
2025-12-31 $664,142 1,707
2025-09-30 $596,647 1,707
2025-06-30 $567,014 1,707
2025-03-31 $441,054 1,707
2024-12-31 $487,843 1,707
2024-09-30 $458,261 1,707
2024-06-30 $469,902 1,707
2024-03-31 $497,300 1,707
2023-12-31 $529,989 1,707