Uniting Wealth Partners »

Rockwell Automation shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Automation by Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 1.7k 349.53
2025-06-30 $532k 1.6k 332.17
2025-03-31 $413k 1.6k 258.38
2024-12-31 $457k 1.6k 285.79

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

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