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Rockwell Automation shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 418 495.08
2021-12-31 $328k 940 348.94
2021-09-30 $253k 859 294.53
2021-06-30 $225k 787 285.90

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View all positions for Outlook Wealth Advisors

Top funds holding Rockwell Automation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust
Norges Bank Investment Management
T. Rowe Price Associates

View all funds holding Rockwell Automation