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
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |