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Rockwell Automation shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $52k 133 389.07
2025-09-30 $47k 133 349.53
2025-06-30 $44k 133 332.17
2025-03-31 $34k 133 258.38
2024-12-31 $38k 133 285.79