Rockwell Automation shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $223k | 450 | 495.08 |
| 2021-12-31 | $157k | 450 | 348.89 |
| 2021-09-30 | $132k | 450 | 293.33 |
| 2021-06-30 | $128k | 450 | 284.44 |
| 2021-03-31 | $119k | 450 | 264.44 |
| 2020-12-31 | $112k | 450 | 248.89 |
| 2020-09-30 | $99k | 450 | 220.00 |
| 2020-06-30 | $96k | 450 | 213.33 |
| 2020-03-31 | $67k | 450 | 148.89 |
| 2019-12-31 | $91k | 450 | 202.22 |
| 2019-09-30 | $74k | 450 | 164.44 |
| 2019-06-30 | $73k | 450 | 162.22 |
| 2019-03-31 | $79k | 450 | 175.56 |
| 2018-12-31 | $68k | 450 | 151.11 |
| 2018-09-30 | $84k | 450 | 186.67 |
| 2018-06-30 | $75k | 450 | 166.67 |
| 2018-03-31 | $78k | 450 | 173.33 |
| 2017-12-31 | $88k | 450 | 195.56 |
| 2017-09-30 | $80k | 450 | 177.78 |
| 2017-06-30 | $73k | 450 | 162.22 |
| 2017-03-31 | $70k | 450 | 155.56 |
| 2016-12-31 | $60k | 450 | 133.33 |
| 2016-09-30 | $55k | 450 | 122.22 |
| 2016-06-30 | $52k | 450 | 115.56 |
| 2016-03-31 | $65k | 575 | 113.04 |
| 2015-12-31 | $60k | 575 | 104.35 |
| 2015-09-30 | $58k | 575 | 100.87 |
| 2015-06-30 | $72k | 575 | 125.22 |
| 2015-03-31 | $81k | 700 | 115.71 |
| 2014-12-31 | $78k | 700 | 111.43 |
| 2014-09-30 | $77k | 700 | 110.00 |
| 2014-06-30 | $87k | 700 | 124.29 |
| 2014-03-31 | $87k | 700 | 124.29 |
| 2013-12-31 | $83k | 700 | 118.57 |
| 2013-09-30 | $75k | 700 | 107.14 |
| 2013-06-30 | $58k | 700 | 82.86 |