Rockwell Automation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 4.1k | 332.18 |
| 2025-03-31 | $1.3M | 4.9k | 258.39 |
| 2024-12-31 | $713k | 2.5k | 285.80 |
| 2018-09-30 | $73k | 406 | 179.80 |
| 2018-06-30 | $85k | 510 | 166.67 |
| 2018-03-31 | $43k | 249 | 172.69 |
More positions owned by Mount Yale Investment Advisors
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