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Rockwell Automation shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $582k 1.7k 349.53
2025-06-30 $553k 1.7k 332.17
2025-03-31 $430k 1.7k 258.38

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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