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Beaird Harris Wealth Management’s Rockwell Automation ROK Stock Holding History

Beaird Harris 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 		$496 Hold
1
– – ﹤0.01% 602
2026
Q1 		$359 Hold
1
– – ﹤0.01% 590
2025
Q4 		$390 Sell
1
-8
-89% -$3.01K ﹤0.01% 611
2025
Q3 		$3.15K Buy
+9
New +$3.11K ﹤0.01% 470
2023
Q1 		– Sell
-23
Closed -$5.92K – 696
2022
Q4 		$5.92K Buy
+23
New +$5.77K ﹤0.01% 389

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Beaird Harris Wealth Management's ROK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 1 share worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Beaird Harris Wealth Management first reported a position in ROK in Q4 2022 and has held it in 5 quarters since. The position peaked at $5.92K in Q4 2022. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Beaird Harris Wealth Management held 1 share of Rockwell Automation worth $496 as of Q2 2026.
  • Beaird Harris Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Beaird Harris Wealth Management first reported a position in Rockwell Automation in Q4 2022 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Rockwell Automation position peaked at $5.92K in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.