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Rockwell Automation shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 678 349.49
2025-06-30 $227k 682 332.14

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Top funds holding Rockwell Automation

Vanguard Group
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Geode Capital Management
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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