PINNACLE ASSOCIATES LTD

Position in ROK — Rockwell Automation, Inc

CIK 743127 NEW YORK, NY

Position in ROK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,935,824

+$1,314,046 QoQ

Shares Held

5,930

+31.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#478

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $162,222,726 across 20 Specialty Industrial Machinery names. ROK ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	124,878	$53,213,013
2	XYL	Xylem Inc.	264,928	$31,317,138
3	CMI	Cummins Inc	33,161	$23,650,756
4	GEV	GE Vernova Inc.	11,627	$13,660,097
5	ITW	Illinois Tool Works Inc	43,692	$11,817,375
6	EMR	Emerson Electric Co	52,513	$7,517,235
7	MWA	Mueller Water Products, Inc.	148,653	$3,839,706
8	ROK	Rockwell Automation, Inc This page	5,930	$2,935,824

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,935,824	5,930	+31.2%	Shares	Sole	2026-08-03
2026-03-31	$1,621,778	4,519	-2.8%	Shares	Sole	2026-04-22
2025-12-31	$1,808,008	4,647	-0.6%	Shares	Sole	2026-02-05
2025-09-30	$1,634,052	4,675	-3.4%	Shares	Sole	2025-11-13
2025-06-30	$1,608,367	4,842	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$1,259,860	4,876	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$1,412,659	4,943	-43.2%	Shares	Sole	2025-02-14
2024-09-30	$2,334,259	8,695	+102.6%	Shares	Sole	2024-10-25
2024-06-30	$1,181,501	4,292	-50.0%	Shares	Sole	2024-07-30
2024-03-31	$2,503,107	8,592	-1.2%	Shares	Sole	2024-04-26
2023-12-31	$2,699,623	8,695	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$2,497,932	8,738	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$2,867,862	8,705	+4.7%	Shares	Sole	2023-07-27
2023-03-31	$2,439,449	8,313	+1.1%	Shares	Sole	2023-05-05
2022-12-31	$2,116,967	8,219	+2.5%	Shares	Sole	2023-02-01
2022-09-30	$1,724,967	8,019	-2.2%	Shares	Sole	2022-11-01
2022-06-30	$1,634,342	8,200	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$2,285,324	8,161	-5.3%	Shares	Sole	2022-05-05
2021-12-31	$3,007,435	8,621	+0.1%	Shares	Sole	2022-02-02
2021-09-30	$2,531,978	8,611	-0.5%	Shares	Sole	2021-10-19
2021-06-30	$2,474,073	8,650	-1.5%	Shares	Sole	2021-08-02
2021-03-31	$2,331,890	8,785	-3.5%	Shares	Sole	2021-05-12
2020-12-31	$2,282,120	9,099	+0.3%	Shares	Sole	2021-01-26
2020-09-30	$2,002,450	9,074	+14.2%	Shares	Sole	2020-10-23
2020-06-30	$1,693,137	7,949	-4.2%	Shares	Sole	2020-08-14
2020-03-31	$1,251,949	8,296	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.