Rockwell Automation shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 1.2k | 349.56 |
| 2025-06-30 | $414k | 1.2k | 332.19 |
| 2025-03-31 | $325k | 1.3k | 258.40 |
| 2024-12-31 | $359k | 1.3k | 285.81 |
| 2024-09-30 | $338k | 1.3k | 268.49 |
| 2024-06-30 | $347k | 1.3k | 275.31 |
| 2024-03-31 | $373k | 1.3k | 291.36 |
| 2023-12-31 | $397k | 1.3k | 310.49 |
| 2023-09-30 | $365k | 1.3k | 285.88 |
| 2023-06-30 | $429k | 1.3k | 329.46 |
| 2023-03-31 | $348k | 1.3k | 267.22 |
| 2022-12-31 | $335k | 1.3k | 257.57 |
| 2022-09-30 | $279k | 1.3k | 214.62 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management