Rockwell Automation shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 2.6k | 349.48 |
| 2025-06-30 | $876k | 2.6k | 332.21 |
| 2025-03-31 | $655k | 2.5k | 258.39 |
| 2024-12-31 | $735k | 2.6k | 285.81 |
| 2024-09-30 | $693k | 2.6k | 268.44 |
| 2024-06-30 | $1.7M | 6.1k | 275.29 |
| 2024-03-31 | $1.8M | 6.0k | 291.31 |
| 2023-12-31 | $2.0M | 6.5k | 310.50 |
| 2023-09-30 | $1.4M | 4.9k | 285.90 |
| 2023-06-30 | $1.6M | 4.8k | 329.48 |
| 2023-03-31 | $1.5M | 5.0k | 293.47 |
| 2022-12-31 | $3.6M | 14k | 257.58 |