Private Wealth Management Group, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2011342 PRINCETON, NJ

Position in ROK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,426

+$5,273 QoQ

Shares Held

+150.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,450

of 1,527 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $931,745 across 27 Specialty Industrial Machinery names. ROK ranks #15 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	300	$352,458
2	ETN	Eaton Corp plc	474	$201,980
3	CMI	Cummins Inc	141	$100,562
4	PH	Parker-Hannifin Corp	72	$70,424
5	EMR	Emerson Electric Co	283	$40,511
6	WTS	Watts Water Technologies Inc	52	$20,355
7	DCI	DONALDSON Co INC	179	$16,068
8	ITW	Illinois Tool Works Inc	58	$15,687

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,426	15	+150.0%	Shares	Sole	2026-07-27
2026-03-31	$2,153	6	0.0%	Shares	Sole	2026-04-23
2025-12-31	$2,334	6	-45.5%	Shares	Sole	2026-01-23
2025-09-30	$3,844	11	0.0%	Shares	Sole	2025-10-17
2025-06-30	$3,653	11	-42.1%	Shares	Sole	2025-07-29
2025-03-31	$4,909	19	0.0%	Shares	Sole	2025-05-02
2024-12-31	$5,430	19	0.0%	Shares	Sole	2025-01-27
2024-09-30	$5,100	19	+5.6%	Shares	Sole	2024-10-29
2024-06-30	$4,955	18	-41.9%	Shares	Sole	2024-08-13
2024-03-31	$9,031	31	0.0%	Shares	Sole	2024-04-30
2023-12-31	$9,624	31	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.