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Rockwell Automation shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $746k 2.6k 285.80
2024-09-30 $598k 2.2k 268.46
2024-06-30 $586k 2.1k 275.29
2024-03-31 $632k 2.2k 291.35
2023-12-31 $386k 1.2k 310.48
2023-09-30 $338k 1.2k 285.87
2023-06-30 $398k 1.2k 329.45
2023-03-31 $364k 1.2k 293.45

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
UBS Group
Amundi
Charles Schwab Investment Management
Bank of America Corporation
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Alecta Pensionsforsakring, Omsesidigt

View all funds holding Rockwell Automation