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Rockwell Automation shares owned by Foguth Wealth Management

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

Historical chart of Foguth Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $223k 670 332.32
2025-03-31 $203k 785 258.54
2024-12-31 $236k 817 288.30
2024-09-30 $221k 830 266.15
2024-06-30 $230k 837 275.28
2024-03-31 $242k 832 291.33

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Global X Fds Nasdaq 100 Cover (QYLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Divid Etf (DIVB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Global X Fds Superdividend (SDIV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Foguth Wealth Management

Top funds holding Rockwell Automation

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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