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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
Q2 		$334K Buy
+675
New +$294K 0.09% 183

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

Baron Wealth Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 675 shares worth $334K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings.

523 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Baron Wealth Management held 675 shares of Rockwell Automation worth $334K as of Q2 2026.
  • Rockwell Automation was a new Baron Wealth Management position in Q2 2026.
  • Rockwell Automation made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #183 holding.
  • 523 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.