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Rockwell Automation shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 7.1k 349.53
2025-06-30 $2.8M 8.4k 332.17
2025-03-31 $2.5M 9.7k 258.38
2024-12-31 $3.1M 11k 285.79
2024-09-30 $2.8M 11k 268.46
2024-06-30 $2.9M 11k 275.28
2024-03-31 $3.1M 11k 291.33
2023-12-31 $2.8M 8.9k 310.48

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Ishares Tr Core S&p Scp Etf (IJR)
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Ishares Tr S&p 500 Val Etf (IVE)
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

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