Rockwell Automation shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 596 | 349.53 |
| 2024-12-31 | $538k | 1.9k | 285.79 |
| 2024-09-30 | $506k | 1.9k | 268.46 |
| 2024-06-30 | $477k | 1.7k | 275.28 |