Rockwell Automation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $31M | 93k | 332.17 |
| 2025-03-31 | $23M | 91k | 258.38 |
| 2024-12-31 | $25M | 89k | 285.79 |
| 2024-09-30 | $24M | 88k | 268.46 |
| 2024-06-30 | $23M | 83k | 275.28 |
| 2024-03-31 | $22M | 77k | 291.33 |
| 2023-12-31 | $5.0M | 16k | 310.48 |
| 2023-09-30 | $5.0M | 18k | 285.87 |
| 2023-06-30 | $5.3M | 11k | 461.44 |
| 2023-03-31 | $198k | 10k | 19.51 |
| 2022-12-31 | $1.3M | 5.0k | 257.55 |
| 2022-06-30 | $573k | 2.9k | 199.30 |
| 2022-03-31 | $301k | 1.1k | 279.74 |
| 2021-12-31 | $586k | 1.7k | 349.02 |
| 2021-09-30 | $487k | 59k | 8.23 |
| 2021-06-30 | $470k | 1.6k | 285.71 |
| 2021-03-31 | $443k | 1.7k | 265.27 |
| 2020-12-31 | $392k | 1.6k | 250.64 |
| 2020-09-30 | $340k | 1.5k | 220.78 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $280k | 1.9k | 150.62 |
| 2019-12-31 | $384k | 1.9k | 202.53 |
| 2019-09-30 | $337k | 2.0k | 164.95 |
| 2019-06-30 | $330k | 2.0k | 163.69 |
| 2018-09-30 | $448k | 2.4k | 187.53 |