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Rockwell Automation shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $411k 1.4k 291.33
2023-12-31 $438k 1.4k 310.48
2023-09-30 $403k 1.4k 285.87
2023-06-30 $465k 1.4k 329.45
2023-03-31 $414k 1.4k 293.45

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American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
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Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for North Ridge Wealth Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
UBS Group
Bank of America Corporation
Amundi
Ing Investment Management
Northern Trust
Goldman Sachs Group
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Investec Asset Management

View all funds holding Rockwell Automation