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Rockwell Automation shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 591 388.77

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Top funds holding Rockwell Automation

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

View all funds holding Rockwell Automation