Rockwell Automation shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.9k | 349.51 |
| 2025-06-30 | $1.6M | 4.9k | 332.20 |
| 2025-03-31 | $1.3M | 5.0k | 258.39 |
| 2024-12-31 | $1.4M | 5.0k | 285.77 |
| 2024-06-30 | $1.4M | 5.1k | 275.29 |
| 2024-03-31 | $1.4M | 4.7k | 291.34 |
| 2023-12-31 | $1.3M | 4.3k | 310.49 |
| 2023-09-30 | $1.2M | 4.3k | 285.88 |
| 2023-06-30 | $1.4M | 4.1k | 329.46 |
| 2023-03-31 | $1.2M | 4.2k | 293.46 |
| 2022-12-31 | $1.1M | 4.3k | 257.57 |
| 2022-09-30 | $724k | 3.4k | 215.22 |
| 2022-06-30 | $373k | 1.9k | 199.15 |
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