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Rockwell Automation shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 11k 285.79
2024-09-30 $2.8M 11k 268.46
2024-06-30 $2.9M 11k 275.28
2024-03-31 $3.1M 11k 291.33
2023-12-31 $2.8M 8.9k 310.48

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View all positions for SilverOak Wealth Management

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
Morgan Stanley
UBS Group
Amundi
Goldman Sachs Group
Charles Schwab Investment Management
Invesco
Northern Trust
Bank of America Corporation
Alliancebernstein

View all funds holding Rockwell Automation