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Rockwell Automation shares owned by Wealth Enhancement Trust Services

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Wealth Enhancement Trust Services from 13F filings

Historical chart of Wealth Enhancement Trust Services investment in Rockwell Automation

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All positions including Rockwell Automation held by Wealth Enhancement Trust Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $565k 1.1k 495.08
2026-03-31 $166k 462 358.88

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Top funds holding Rockwell Automation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust
Norges Bank Investment Management
T. Rowe Price Associates

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