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Rockwell Automation shares owned by Steward Financial Group

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

Historical chart of Steward Financial Group investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $47k 165 284.85
2023-06-30 $54k 166 325.30
2022-06-30 $26k 131 198.47
2022-03-31 $35k 128 273.44

More positions owned by Steward Financial Group

Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Steward Financial Group

Top funds holding Rockwell Automation

Vanguard Group
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Massachusetts Financial Services
Goldman Sachs Group
Lazard Asset Management
Jpmorgan Chase & Co
Alecta Pensionsforsakring, Omsesidigt
Legal & General Group
Investec Asset Management
Sumitomo Mitsui Trust Holdings
Harding Loevner
Henderson Group
Ubs Global Asset Management Americas

View all funds holding Rockwell Automation