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Rockwell Automation shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 417 495.08
2023-06-30 $218k 661 329.45
2021-12-31 $231k 662 348.94

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Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dbx Etf Tr Xtrac Us 0 1 Etf (TRSY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
Apple (AAPL)
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS)
NVIDIA Corporation (NVDA)

View all positions for Wealth Alliance Advisory Group

Top funds holding Rockwell Automation

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
T. Rowe Price Associates
Ubs Global Asset Management Americas
Bank of America Corporation
Sumitomo Mitsui Trust Holdings

View all funds holding Rockwell Automation