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Rockwell Automation shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Rockwell Automation

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All positions including Rockwell Automation held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 430 495.36

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Top funds holding Rockwell Automation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
Bank of America Corporation
Amundi
Sumitomo Mitsui Trust Holdings

View all funds holding Rockwell Automation