AWM
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Aprio Wealth Management’s Rockwell Automation ROK Stock Holding History

Aprio Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$907K Buy
1,831
+30
+2% +$13.1K 0.04% 250
2026
Q1 		$646K Buy
1,801
+1,195
+197% +$472K 0.04% 285
2025
Q4 		$707K Buy
606
+21
+4% +$7.89K 0.04% 251
2025
Q3 		$205K Buy
+585
New +$202K 0.02% 418

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aprio Wealth Management's ROK Position: Q2 2026 in Review

Aprio Wealth Management increased its Rockwell Automation (ROK) stake by 1.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,831 shares worth $907K. The position accounts for 0.04% of the portfolio, ranked #250.

Aprio Wealth Management first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Aprio Wealth Management held 1,831 shares of Rockwell Automation worth $907K as of Q2 2026.
  • Aprio Wealth Management bought 30 Rockwell Automation shares in Q2 2026, an estimated $13.1K.
  • Rockwell Automation made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Aprio Wealth Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.