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Rockwell Automation shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 482 495.08

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Top funds holding Rockwell Automation

BlackRock
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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

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