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Rockwell Automation shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Rockwell Automation

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All positions including Rockwell Automation held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 900 291.33
2023-12-31 $279k 900 310.48

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View all positions for Pine Harbor Wealth Management

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