Pine Harbor Wealth Management »

Rockwell Automation shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Automation by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 900 349.53
2025-06-30 $299k 900 332.17
2025-03-31 $233k 900 258.38
2024-12-31 $257k 900 285.79
2024-09-30 $242k 900 268.46
2024-06-30 $248k 900 275.28
2024-03-31 $262k 900 291.33
2023-12-31 $279k 900 310.48