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Rockwell Automation shares owned by Values First Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Rockwell Automation

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All positions including Rockwell Automation held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Values First Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 676 389.04
2025-09-30 $206k 589 349.44
2025-06-30 $202k 609 332.06

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Emergent BioSolutions (EBS)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Amphenol Corp Cl A (APH)
Lowe's Companies (LOW)
Expeditors International of Washington (EXPD)

View all positions for Values First Advisors

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