Rockwell Automation shares owned by Heritage Trust
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 349.53 |
| 2025-06-30 | $1.1M | 3.3k | 332.17 |
| 2025-03-31 | $860k | 3.3k | 258.38 |
| 2024-12-31 | $952k | 3.3k | 285.79 |
| 2021-03-31 | $681k | 2.6k | 262.30 |
| 2020-12-31 | $640k | 2.5k | 254.10 |
| 2020-09-30 | $591k | 2.7k | 221.31 |
| 2020-06-30 | $581k | 2.7k | 213.11 |