Rockwell Automation shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $261k | 527 | 495.08 |
| 2025-09-30 | $178k | 510 | 349.53 |
| 2025-06-30 | $260k | 782 | 332.21 |
| 2025-03-31 | $202k | 782 | 258.41 |
| 2024-12-31 | $224k | 782 | 285.83 |
| 2024-09-30 | $210k | 783 | 268.49 |