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Rockwell Automation shares owned by Annis Gardner Whiting Capital Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Annis Gardner Whiting Capital Advisors from 13F filings

Historical chart of Annis Gardner Whiting Capital Advisors investment in Rockwell Automation

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All positions including Rockwell Automation held by Annis Gardner Whiting Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $312k 630 495.08
2026-03-31 $226k 630 358.88
2025-12-31 $176k 452 389.07
2025-09-30 $154k 440 349.53
2025-06-30 $137k 411 332.17
2025-03-31 $106k 411 258.38
2024-12-31 $119k 417 285.79
2024-09-30 $111k 414 268.46
2024-06-30 $113k 412 275.28
2024-03-31 $133k 457 291.33
2023-12-31 $134k 432 310.48
2023-09-30 $127k 445 285.87