Rockwell Automation shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 4.8k | 393.67 |
| 2025-09-30 | $1.5M | 4.4k | 349.52 |
| 2025-06-30 | $1.5M | 4.5k | 332.16 |
| 2025-03-31 | $1.0M | 4.1k | 258.36 |
| 2024-12-31 | $1.2M | 4.1k | 285.75 |
| 2024-09-30 | $1.1M | 4.2k | 265.27 |
| 2024-06-30 | $1.2M | 4.4k | 265.40 |
| 2024-03-31 | $596k | 2.0k | 291.26 |
| 2023-12-31 | $609k | 2.0k | 310.43 |
| 2023-09-30 | $398k | 1.4k | 285.87 |
| 2023-06-30 | $460k | 1.4k | 329.45 |
| 2023-03-31 | $474k | 1.6k | 293.45 |
| 2022-12-31 | $208k | 795 | 261.54 |
| 2021-12-31 | $256k | 733 | 349.25 |
| 2021-09-30 | $209k | 712 | 293.54 |
| 2020-03-31 | $406k | 2.7k | 150.82 |
| 2019-12-31 | $529k | 2.6k | 202.53 |
| 2019-09-30 | $430k | 2.6k | 164.62 |
| 2019-06-30 | $395k | 2.4k | 163.76 |
| 2019-03-31 | $432k | 2.5k | 175.47 |
| 2018-12-31 | $370k | 2.5k | 150.28 |
| 2018-09-30 | $472k | 2.5k | 187.52 |
| 2018-06-30 | $418k | 2.5k | 166.07 |
| 2018-03-31 | $415k | 2.4k | 174.08 |
| 2017-12-31 | $468k | 2.4k | 196.56 |
| 2017-09-30 | $410k | 2.3k | 178.11 |
| 2017-06-30 | $369k | 2.3k | 161.77 |
| 2017-03-31 | $388k | 2.5k | 155.70 |
| 2016-12-31 | $357k | 2.7k | 134.36 |