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Rockwell Automation shares owned by Legacy Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Rockwell Automation

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All positions including Rockwell Automation held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $304k 1.2k 258.38
2024-12-31 $254k 889 285.79

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Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Holocene Advisors

View all funds holding Rockwell Automation