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Rockwell Automation shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group investment in Rockwell Automation

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All positions including Rockwell Automation held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $638k 1.3k 495.45
2022-12-31 $56k 217 257.77
2022-09-30 $47k 216 217.59
2022-06-30 $43k 215 200.00
2022-03-31 $106k 377 281.17
2021-12-31 $74k 213 347.42

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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