Rockwell Automation shares owned by EFG Asset Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.2k | 349.53 |
| 2025-06-30 | $2.4M | 7.3k | 332.17 |
| 2025-03-31 | $2.0M | 7.6k | 258.38 |
| 2024-12-31 | $2.4M | 8.5k | 285.79 |
| 2024-09-30 | $2.1M | 7.6k | 268.46 |
| 2024-06-30 | $2.5M | 9.0k | 275.28 |
| 2024-03-31 | $1.8M | 6.3k | 291.33 |
| 2023-12-31 | $2.7M | 8.7k | 310.48 |
| 2023-09-30 | $2.5M | 8.9k | 285.94 |
| 2023-06-30 | $2.5M | 7.6k | 329.45 |
| 2023-03-31 | $1.6M | 5.4k | 293.45 |
| 2015-09-30 | $1.1M | 11k | 101.47 |
| 2015-06-30 | $903k | 7.3k | 122.91 |
| 2015-03-31 | $659k | 5.7k | 116.02 |
| 2014-12-31 | $283k | 2.5k | 111.15 |