A detailed history of Phillips Wealth Planners LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 929 shares of ROK stock, worth $350,353. This represents 0.27% of its overall portfolio holdings.

Number of Shares
929
Previous 639 45.38%
Holding current value
$350,353
Previous $216 Million 49.86%
% of portfolio
0.27%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$328.67 - $358.52 $95,314 - $103,970
290 Added 45.38%
929 $324 Million
Q2 2025

Jul 11, 2025

BUY
$218.97 - $332.17 $139,921 - $212,256
639 New
639 $216 Million

Others Institutions Holding ROK

About ROCKWELL AUTOMATION, INC


  • Ticker ROK
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 115,435,000
  • Market Cap $43.5B
  • Description
  • Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment of...
More about ROK
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.