Rockwell Automation shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 4.0k | 421.65 |
| 2024-06-30 | $228k | 827 | 275.32 |
| 2024-03-31 | $325k | 1.1k | 291.29 |
| 2023-12-31 | $223k | 759 | 293.27 |
| 2023-09-30 | $223k | 759 | 293.27 |
| 2023-06-30 | $249k | 756 | 329.41 |
| 2023-03-31 | $215k | 759 | 283.24 |