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Rockwell Automation shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $141k 455 310.48

More positions owned by Turtle Creek Wealth Advisors

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Select Sector Spdr Tr Technology (XLK)
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Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
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Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Rockwell Automation

Vanguard Group
Bank of America Corporation
Amundi
UBS Group
Massachusetts Financial Services
Goldman Sachs Group
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Legal & General Group
Investec Asset Management
Sumitomo Mitsui Trust Holdings
Harding Loevner
Henderson Group
Ubs Global Asset Management Americas

View all funds holding Rockwell Automation