Rockwell Automation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 1.5k | 349.56 |
| 2025-06-30 | $491k | 1.5k | 332.18 |
| 2025-03-31 | $390k | 1.5k | 258.37 |
| 2024-12-31 | $456k | 1.6k | 285.76 |
| 2024-09-30 | $451k | 1.7k | 268.45 |
| 2024-06-30 | $515k | 1.9k | 275.28 |
| 2024-03-31 | $662k | 2.3k | 291.30 |
| 2023-09-30 | $840k | 2.9k | 285.87 |
| 2023-06-30 | $1.0M | 3.1k | 329.45 |
| 2023-03-31 | $1.1M | 3.7k | 293.45 |
| 2022-12-31 | $535k | 2.1k | 257.57 |
| 2022-09-30 | $317k | 1.5k | 215.35 |
| 2022-06-30 | $250k | 1.3k | 199.52 |
| 2022-03-31 | $315k | 1.1k | 279.50 |
| 2021-12-31 | $437k | 1.3k | 349.04 |
| 2021-06-30 | $234k | 818 | 286.06 |
| 2020-12-31 | $228k | 908 | 251.10 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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