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Rockwell Automation shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Rockwell Automation

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All positions including Rockwell Automation held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 408 495.08

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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Core Equity Et Shs Creat Unit (CGUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Community West Bancshares (CWBC)
Capital Group Growth Etf Shs Creat Unit (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Rockwell Automation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Northern Trust
T. Rowe Price Associates
Ubs Global Asset Management Americas
Bank of America Corporation
Sumitomo Mitsui Trust Holdings

View all funds holding Rockwell Automation