EVOLUTION WEALTH MANAGEMENT INC.
Position in ROK — Rockwell Automation, Inc
CIK 2010029
FORT MYERS, FL
Position in ROK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,960
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,469
of 1,525 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $336,948 across 9 Specialty Industrial Machinery names. ROK ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
386 | $164,482 | |
| 2 | CMI |
Cummins Inc
|
124 | $88,438 | |
| 3 | GEV |
GE Vernova Inc.
|
49 | $57,568 | |
| 4 | EMR |
Emerson Electric Co
|
62 | $8,875 | |
| 5 | ITW |
Illinois Tool Works Inc
|
26 | $7,032 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
8 | $3,960 | |
| 7 | PH |
Parker-Hannifin Corp
|
4 | $3,912 | |
| 8 | XYL |
Xylem Inc.
|
17 | $2,009 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,960 | 8 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||