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B. Riley Wealth Advisors’s Rockwell Automation ROK Stock Holding History

B. Riley Wealth Advisors’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 		$673K Sell
1,396
-22
-2% -$9.57K 0.04% 397
2026
Q1 		$494K Sell
1,418
-71
-5% -$28K 0.03% 443
2025
Q4 		$579K Buy
1,489
+27
+2% +$10.1K 0.03% 471
2025
Q3 		$511K Sell
1,462
-123
-8% -$42.5K 0.02% 520
2025
Q2 		$527K Buy
+1,585
New +$452K 0.02% 511
2024
Q4 		$417K Sell
1,459
-181
-11% -$50.9K 0.01% 755
2024
Q3 		$438K Sell
1,640
-138
-8% -$36.6K 0.01% 788
2024
Q2 		$489K Sell
1,778
-12,817
-88% -$3.46M 0.01% 831
2024
Q1 		$4.17M Buy
14,595
+12,327
+544% +$3.55M 0.11% 184
2023
Q4 		$704K Sell
2,268
-12,327
-84% -$3.45M 0.02% 656
2023
Q3 		$4.17M Sell
14,595
-199
-1% -$61.5K 0.11% 184
2023
Q2 		$4.87M Buy
14,794
+7,197
+95% +$2.08M 0.11% 189
2023
Q1 		$2.23M Sell
7,597
-1,268
-14% -$361K 0.06% 318
2022
Q4 		$2.28M Buy
8,865
+6,243
+238% +$1.57M 0.06% 306
2022
Q3 		$565K Buy
2,622
+577
+28% +$135K 0.02% 702
2022
Q2 		$408K Sell
2,045
-285
-12% -$64.4K 0.02% 738
2022
Q1 		$653K Sell
2,330
-778
-25% -$224K 0.02% 621
2021
Q4 		$1.08M Sell
3,108
-8,195
-73% -$2.71M 0.03% 503
2021
Q3 		$3.32M Sell
11,303
-9,394
-45% -$2.88M 0.11% 218
2021
Q2 		$5.92M Buy
20,697
+19,230
+1,311% +$5.19M 0.19% 117
2021
Q1 		$390K Buy
1,467
+343
+31% +$87.5K 0.01% 855
2020
Q4 		$283K Sell
1,124
-919
-45% -$225K 0.02% 791
2020
Q3 		$445K Buy
+2,043
New +$456K 0.02% 576
2019
Q3 		– Sell
-1,350
Closed -$222K – 843
2019
Q2 		$222K Buy
+1,350
New +$228K 0.02% 679
2015
Q1 		– Sell
-591
Closed -$66 – 1681
2014
Q4 		$66 Buy
+591
New +$64.8K ﹤0.01% 1951
2014
Q3 		– Sell
-578
Closed -$72.3K – 1629
2014
Q2 		$72.3K Buy
+578
New +$71.2K 0.02% 865

Other funds holding ROK

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

B. Riley Wealth Advisors's ROK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Rockwell Automation (ROK) stake by 1.6% in Q2 2026, selling an estimated $9.57K and leaving 1,396 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #397.

B. Riley Wealth Advisors first reported a position in ROK in Q2 2014 and has held it in 26 quarters since. The position peaked at $5.92M in Q2 2021. 327 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • B. Riley Wealth Advisors held 1,396 shares of Rockwell Automation worth $673K as of Q2 2026.
  • B. Riley Wealth Advisors sold 22 Rockwell Automation shares in Q2 2026, an estimated $9.57K.
  • Rockwell Automation made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • B. Riley Wealth Advisors first reported a position in Rockwell Automation in Q2 2014 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's Rockwell Automation position peaked at $5.92M in Q2 2021.
  • 327 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.