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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

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Quarterly 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