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Rockwell Automation shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 57 349.53
2025-06-30 $46k 138 332.17

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Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Holocene Advisors

View all funds holding Rockwell Automation