Rockwell Automation shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 905 | 349.66 |
| 2025-06-30 | $246k | 739 | 332.24 |
| 2024-12-31 | $294k | 1.0k | 285.72 |
| 2024-09-30 | $247k | 921 | 268.33 |
| 2024-06-30 | $249k | 905 | 275.37 |
| 2024-03-31 | $262k | 898 | 291.36 |