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Rockwell Automation shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Rockwell Automation

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All positions including Rockwell Automation held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 5.5k 268.46
2024-06-30 $1.6M 5.7k 275.28
2024-03-31 $1.6M 5.5k 291.33

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Top funds holding Rockwell Automation

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

View all funds holding Rockwell Automation