CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in ROK — Rockwell Automation, Inc
CIK 944361
MINNEAPOLIS, MN
Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,585,675
+$4,562,837 QoQ
Shares Held
33,501
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
4.78%
of 13F equity value
Holder Rank
#237
of 1,527 holders
Holding Since
Jun 2020
25 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $18,586,053 across 2 Specialty Industrial Machinery names. ROK ranks #1 (89.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
33,501 | $16,585,675 | |
| 2 | EMR |
Emerson Electric Co
|
13,974 | $2,000,378 |
All Filings in ROK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,585,675 | 33,501 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,022,838 | 33,501 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,034,234 | 33,501 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,778,112 | 33,697 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,191,139 | 33,691 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,634,542 | 33,418 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,597,399 | 33,582 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,015,423 | 33,582 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,246,655 | 33,590 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,714,981 | 33,347 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,816,502 | 34,838 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $9,529,762 | 33,336 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $10,982,545 | 33,336 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,787,437 | 33,353 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $8,573,475 | 33,286 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $7,119,280 | 33,096 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,596,363 | 33,096 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $9,328,079 | 33,311 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,687,521 | 33,503 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,945,020 | 33,822 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,070,478 | 35,209 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,344,549 | 35,204 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $8,829,515 | 35,204 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $7,768,818 | 35,204 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $11,941,845 | 56,065 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||