Atlantic Edge Private Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2011145
JACKSONVILLE, FL
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,475
+$681 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,494
of 1,527 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $7,469,788 across 12 Specialty Industrial Machinery names. ROK ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,622 | $4,009,666 | |
| 2 | ETN |
Eaton Corp plc
|
7,561 | $3,221,893 | |
| 3 | GEV |
GE Vernova Inc.
|
68 | $79,890 | |
| 4 | OTIS |
Otis Worldwide Corp
|
950 | $68,020 | |
| 5 | PH |
Parker-Hannifin Corp
|
30 | $29,343 | |
| 6 | ITW |
Illinois Tool Works Inc
|
93 | $25,153 | |
| 7 | EMR |
Emerson Electric Co
|
122 | $17,464 | |
| 8 | FLS |
Flowserve Corp
|
100 | $7,416 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475 | 5 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,794 | 5 | Shares | Sole | 2026-04-22 | |
| 2024-06-30 | $3,853 | 14 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,078 | 14 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,346 | 14 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||