Rockwell Automation shares owned by Advance Capital Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Advance Capital Management
from 13F filings
Historical chart of Advance Capital Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Advance Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by Advance Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 803 | 349.53 |
| 2025-06-30 | $266k | 800 | 332.17 |
| 2025-03-31 | $207k | 800 | 258.38 |
| 2024-12-31 | $229k | 800 | 285.79 |
| 2024-09-30 | $216k | 803 | 268.46 |
| 2024-06-30 | $220k | 800 | 275.28 |
| 2024-03-31 | $234k | 803 | 291.33 |
| 2023-12-31 | $248k | 800 | 310.48 |
| 2023-09-30 | $229k | 802 | 285.87 |
| 2023-06-30 | $264k | 800 | 329.45 |
| 2023-03-31 | $235k | 800 | 293.45 |
| 2022-12-31 | $206k | 800 | 257.57 |
| 2022-03-31 | $224k | 800 | 280.00 |
| 2021-12-31 | $279k | 800 | 348.75 |
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