Northwest Financial Advisors »

Rockwell Automation shares owned by Northwest Financial Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Northwest Financial Advisors from 13F filings

Historical chart of Northwest Financial Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Automation by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $114k 391 291.25
2023-12-31 $120k 386 310.52

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Northwest Financial Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
Geode Capital Management
UBS Group
Bank of America Corporation
Amundi
Massachusetts Financial Services
Goldman Sachs Group
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Investec Asset Management
Sumitomo Mitsui Trust Holdings
Legal & General Group
Champlain Investment Partners

View all funds holding Rockwell Automation