Rockwell Automation shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 34k | 349.53 |
| 2025-06-30 | $11M | 34k | 332.17 |
| 2025-03-31 | $8.6M | 33k | 258.38 |
| 2024-12-31 | $9.6M | 34k | 285.79 |
| 2024-09-30 | $9.0M | 34k | 268.46 |
| 2024-06-30 | $9.2M | 34k | 275.28 |
| 2024-03-31 | $9.7M | 33k | 291.33 |
| 2023-12-31 | $11M | 35k | 310.48 |
| 2023-09-30 | $9.5M | 33k | 285.87 |
| 2023-06-30 | $11M | 33k | 329.45 |
| 2023-03-31 | $9.8M | 33k | 293.45 |
| 2022-12-31 | $8.6M | 33k | 257.57 |
| 2022-09-30 | $7.1M | 33k | 215.10 |
| 2022-06-30 | $6.6M | 33k | 199.30 |
| 2022-03-31 | $9.3M | 33k | 280.03 |
| 2021-12-31 | $12M | 34k | 348.86 |
| 2021-09-30 | $9.9M | 34k | 294.04 |
| 2021-06-30 | $10M | 35k | 286.01 |
| 2021-03-31 | $9.3M | 35k | 265.45 |
| 2020-12-31 | $8.8M | 35k | 250.82 |
| 2020-09-30 | $7.8M | 35k | 220.69 |
| 2020-06-30 | $12M | 56k | 213.00 |
| 2018-12-31 | $32M | 211k | 150.48 |
| 2018-09-30 | $39M | 209k | 187.52 |
| 2018-06-30 | $35M | 209k | 166.23 |
| 2018-03-31 | $36M | 209k | 174.20 |
| 2017-12-31 | $41M | 209k | 196.35 |
| 2017-09-30 | $37M | 209k | 178.21 |
| 2017-06-30 | $34M | 209k | 161.96 |
| 2017-03-31 | $33M | 209k | 155.71 |
| 2016-12-31 | $28M | 209k | 134.40 |
| 2016-09-30 | $26M | 209k | 122.34 |
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