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Bravera Wealth’s Rockwell Automation ROK Stock Holding History

Bravera Wealth’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 		– Sell
-7
Closed -$2.51K – 403
2026
Q1 		$2.51K Hold
7
– – ﹤0.01% 381
2025
Q4 		$2.72K Buy
+7
New +$2.63K ﹤0.01% 432

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

Bravera Wealth's ROK Position: Q2 2026 in Review

Bravera Wealth sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 7 shares — an estimated $2.51K sold.

Bravera Wealth first reported a position in ROK in Q4 2025 and held it in 2 quarters. The position peaked at $2.72K in Q4 2025. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bravera Wealth reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 7 Rockwell Automation shares in Q2 2026, an estimated $2.51K.
  • Bravera Wealth first reported a position in Rockwell Automation in Q4 2025 and held it in 2 quarters.
  • Bravera Wealth's Rockwell Automation position peaked at $2.72K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.