Rockwell Automation shares owned by Symphony Financial
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 1.6k | 348.07 |
| 2025-06-30 | $557k | 2.9k | 190.06 |
| 2024-12-31 | $471k | 1.6k | 290.76 |
| 2024-09-30 | $1.1M | 4.0k | 270.61 |
| 2024-06-30 | $1.0M | 3.8k | 267.67 |
| 2024-03-31 | $820k | 2.8k | 291.31 |
| 2023-12-31 | $795k | 2.7k | 298.41 |
| 2023-09-30 | $710k | 2.5k | 283.98 |
| 2023-06-30 | $877k | 2.7k | 324.24 |
| 2023-03-31 | $921k | 3.2k | 287.55 |
| 2022-12-31 | $602k | 2.3k | 260.57 |
| 2022-09-30 | $613k | 2.8k | 215.92 |
| 2022-06-30 | $448k | 2.3k | 197.18 |
| 2022-03-31 | $424k | 1.6k | 271.10 |
| 2021-12-31 | $339k | 999 | 339.34 |