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Rockwell Automation shares owned by Asset Planning

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

Historical chart of Asset Planning investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 173 349.53
2025-06-30 $58k 173 332.17
2025-03-31 $45k 173 258.38
2024-12-31 $49k 173 285.79