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Rockwell Automation shares owned by Coppell Advisory Solutions

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

Historical chart of Coppell Advisory Solutions investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $621k 2.3k 270.59
2024-06-30 $646k 2.3k 275.26
2023-12-31 $726k 2.3k 310.46
2023-09-30 $67k 261 257.57
2023-06-30 $132k 403 327.45
2022-12-31 $67k 261 257.57

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Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
UBS Group
Amundi
Charles Schwab Investment Management
Bank of America Corporation
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
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