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Forefront Wealth Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2068112 AUSTIN, TX

Position in ROK

as of Jun 30, 2026 · filed Aug 20, 2026
Position Value
$417,847
+$203,859 QoQ
Shares Held
844
+53.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#986
of 1,527 holders
Holding Since
Dec 2025
2 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

Forefront Wealth Partners, LLC holds $2,112,461 across 3 Specialty Industrial Machinery names. ROK ranks #2 (19.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ROK
Rockwell Automation, Inc
This page
844 $417,847

All Filings in ROK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $417,847 844
2025-12-31 $213,988 550