Rockwell Automation shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 649 | 349.53 |
| 2025-06-30 | $209k | 630 | 332.17 |
| 2024-12-31 | $248k | 867 | 285.79 |
| 2024-06-30 | $492k | 1.8k | 275.28 |
| 2024-03-31 | $614k | 2.1k | 291.33 |
| 2023-12-31 | $655k | 2.1k | 310.48 |
| 2023-09-30 | $603k | 2.1k | 285.87 |
| 2023-06-30 | $695k | 2.1k | 329.45 |
| 2023-03-31 | $658k | 2.2k | 293.45 |
| 2022-12-31 | $300k | 1.2k | 257.57 |
| 2022-09-30 | $2.7M | 12k | 215.11 |
| 2022-06-30 | $2.5M | 12k | 199.30 |
| 2022-03-31 | $3.6M | 13k | 280.00 |
| 2021-12-31 | $4.5M | 13k | 348.87 |
| 2021-09-30 | $4.7M | 16k | 294.02 |
| 2021-06-30 | $4.7M | 16k | 286.02 |
| 2021-03-31 | $4.3M | 16k | 265.42 |
| 2020-12-31 | $4.1M | 16k | 250.83 |
| 2020-09-30 | $3.6M | 16k | 220.66 |
| 2020-06-30 | $3.5M | 16k | 213.00 |
| 2020-03-31 | $2.5M | 16k | 150.89 |
| 2019-12-31 | $3.3M | 16k | 202.70 |
More positions owned by Beacon Investment Advisory Services
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