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Rockwell Automation shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rockwell Automation by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 559 388.91

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View all positions for Wellspring Financial 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