Rockwell Automation shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1k | 6 | 349.67 |
| 2025-06-30 | $2.0k | 6 | 332.33 |
| 2025-03-31 | $1.6k | 6 | 258.50 |
| 2024-12-31 | $1.7k | 6 | 285.83 |
| 2024-09-30 | $1.6k | 6 | 268.50 |
| 2024-06-30 | $1.7k | 6 | 275.33 |
| 2024-03-31 | $1.7k | 6 | 291.33 |
| 2023-12-31 | $6.8k | 22 | 310.50 |
| 2023-09-30 | $1.7k | 6 | 286.00 |
| 2023-06-30 | $2.0k | 6 | 329.50 |
| 2023-03-31 | $1.8k | 6 | 293.50 |
| 2022-12-31 | $1.5k | 6 | 257.50 |