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Rockwell Automation shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 929 348.57
2025-06-30 $216k 639 338.15

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Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
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