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Rockwell Automation shares owned by Apella Capital

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Rockwell Automation

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All positions including Rockwell Automation held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $931k 2.7k 348.01
2025-06-30 $400k 1.2k 339.00
2025-03-31 $233k 961 242.55

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View all positions for Apella Capital

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Holocene Advisors

View all funds holding Rockwell Automation