Virginia Estate & Retirement Planning Advisors »

Rockwell Automation shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Virginia Estate & Retirement Planning Advisors 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $10k 29 358.90

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Msci Kokusai Etf (TOK)
Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Etf Ser Solutions Vident Internati (VIDI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Meta Platforms Cl A (META)

View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
Bank of America Corporation
Amundi

View all funds holding Rockwell Automation