Parkwoods Wealth Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2042772 SYRACUSE, NY

Position in ROK

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

Position Value

$720,836

+$200,819 QoQ

Shares Held

1,456

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#795

of 1,527 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Parkwoods Wealth Partners, LLC holds $2,088,173 across 3 Specialty Industrial Machinery names. ROK ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	993	$1,166,635
2	ROK	Rockwell Automation, Inc This page	1,456	$720,836
3	ETN	Eaton Corp plc	471	$200,702

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,836	1,456	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$520,017	1,449	0.0%	Shares	Sole	2026-04-13
2025-12-31	$563,762	1,449	+1.4%	Shares	Sole	2026-01-15
2025-09-30	$499,478	1,429	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$474,006	1,427	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$367,674	1,423	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.