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Rockwell Automation shares owned by Advisor OS

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Rockwell Automation

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All positions including Rockwell Automation held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 834 349.71
2025-06-30 $277k 835 332.20
2025-03-31 $217k 841 258.20
2024-12-31 $230k 803 286.07