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Rockwell Automation shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Team Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 122 389.51
2025-09-30 $43k 122 348.73
2025-06-30 $40k 121 332.89
2023-12-31 $37k 118 310.48

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Goldman Sachs Group
UBS Group
Norges Bank Investment Management
Invesco
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Victory Capital Management
Holocene Advisors

View all funds holding Rockwell Automation