Baron Wealth Management
ROK icon

Baron Wealth Management’s Rockwell Automation ROK Stock Holding History

Baron 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
Q3 		$310K Buy
712
+37
+5% +$16.5K 0.08% 196
2026
Q2 		$334K Buy
+675
New +$294K 0.09% 183

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baron Wealth Management's ROK Position: Q3 2026 in Review

Baron Wealth Management increased its Rockwell Automation (ROK) stake by 5.5% in Q3 2026, buying an estimated $16.5K and bringing the position to 712 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #196.

Baron Wealth Management first reported a position in ROK in Q2 2026 and has held it in 2 quarters since. The position peaked at $334K in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Baron Wealth Management held 712 shares of Rockwell Automation worth $310K as of Q3 2026.
  • Baron Wealth Management bought 37 Rockwell Automation shares in Q3 2026, an estimated $16.5K.
  • Rockwell Automation made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Baron Wealth Management first reported a position in Rockwell Automation in Q2 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's Rockwell Automation position peaked at $334K in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.