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Rockwell Automation shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 442 495.08

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Top funds holding Rockwell Automation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust
Norges Bank Investment Management
T. Rowe Price Associates

View all funds holding Rockwell Automation