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Rockwell Automation shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 520 389.07

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View all positions for Beacon Financial Advisory

Top funds holding Rockwell Automation

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

View all funds holding Rockwell Automation