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Rockwell Automation shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Rockwell Automation

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All positions including Rockwell Automation held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $16k 59 275.29
2024-03-31 $17k 59 291.32
2023-12-31 $18k 59 310.47

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View all positions for Custom Portfolio Group

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
UBS Group
Morgan Stanley
Amundi
Bank of America Corporation
Goldman Sachs Group
Northern Trust
Charles Schwab Investment Management
Alecta Pensionsforsakring, Omsesidigt
Invesco

View all funds holding Rockwell Automation