Rockwell Automation shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.1M | 23k | 358.87 |
| 2025-12-31 | $1.0M | 2.7k | 389.00 |
| 2025-09-30 | $364k | 1.0k | 349.65 |
| 2025-06-30 | $311k | 936 | 332.24 |
| 2025-03-31 | $240k | 929 | 258.39 |
| 2022-12-31 | $3.1k | 12 | 257.58 |
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