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WealthPlan Investment Management »

Rockwell Automation shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by WealthPlan Investment Management

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$262k	530	495.08
2023-09-30	$335k	1.2k	285.87
2022-12-31	$433k	1.5k	293.79
2022-09-30	$376k	1.5k	255.09
2022-03-31	$372k	1.5k	252.37

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View all positions for WealthPlan Investment Management

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