Rockwell Automation shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 3.0k | 389.07 |
| 2025-09-30 | $625k | 1.8k | 349.54 |
| 2025-06-30 | $442k | 1.3k | 332.21 |
| 2025-03-31 | $353k | 1.4k | 258.44 |
| 2024-12-31 | $1.7M | 6.1k | 285.81 |
| 2024-09-30 | $1.3M | 4.9k | 268.48 |
| 2024-06-30 | $381k | 1.4k | 275.37 |
| 2024-03-31 | $660k | 2.3k | 291.27 |
| 2023-12-31 | $767k | 2.5k | 310.43 |
| 2023-09-30 | $686k | 2.4k | 285.84 |
| 2023-06-30 | $852k | 2.6k | 329.44 |
| 2023-03-31 | $709k | 2.4k | 293.47 |
| 2022-12-31 | $633k | 2.5k | 257.61 |
| 2022-09-30 | $423k | 2.0k | 215.05 |
| 2022-06-30 | $366k | 1.8k | 199.24 |
| 2022-03-31 | $700k | 2.5k | 279.89 |
| 2021-12-31 | $954k | 2.7k | 348.81 |
| 2021-09-30 | $4.2M | 14k | 294.00 |
| 2021-06-30 | $841k | 2.9k | 286.15 |
| 2021-03-31 | $724k | 2.7k | 265.59 |
| 2020-12-31 | $590k | 2.4k | 250.85 |
| 2020-09-30 | $1.4M | 6.5k | 220.75 |
| 2020-06-30 | $1.4M | 6.5k | 213.03 |
| 2020-03-31 | $1.2M | 8.0k | 150.87 |
| 2019-12-31 | $1.6M | 8.0k | 202.64 |
| 2019-09-30 | $1.3M | 7.9k | 164.75 |
| 2019-06-30 | $1.3M | 7.8k | 163.81 |
| 2019-03-31 | $1.8M | 10k | 175.46 |
| 2018-12-31 | $1.2M | 7.8k | 150.49 |
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