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Rockwell Automation shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by A4 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 831 349.53

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for A4 Wealth Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Holocene Advisors
Sumitomo Mitsui Trust Holdings
Amundi

View all funds holding Rockwell Automation