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Brighton Jones LLC’s Rockwell Automation ROK Stock Holding History

Brighton Jones LLC’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 		$1.12M Buy
2,253
+58
+3% +$25.2K 0.02% 475
2026
Q1 		$788K Buy
+2,195
New +$866K 0.02% 540
2025
Q4 		– Sell
-1,473
Closed -$515K – 754
2025
Q3 		$515K Buy
1,473
+86
+6% +$29.7K 0.01% 618
2025
Q2 		$461K Sell
1,387
-29
-2% -$8.26K 0.01% 566
2025
Q1 		$366K Buy
1,416
+433
+44% +$121K 0.01% 476
2024
Q4 		$281K Buy
+983
New +$276K 0.01% 537
2023
Q4 		– Sell
-744
Closed -$213K – 604
2023
Q3 		$213K Buy
+744
New +$230K 0.01% 487

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Brighton Jones LLC's ROK Position: Q2 2026 in Review

Brighton Jones LLC increased its Rockwell Automation (ROK) stake by 2.6% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,253 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #475.

Brighton Jones LLC first reported a position in ROK in Q3 2023 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Brighton Jones LLC held 2,253 shares of Rockwell Automation worth $1.12M as of Q2 2026.
  • Brighton Jones LLC bought 58 Rockwell Automation shares in Q2 2026, an estimated $25.2K.
  • Rockwell Automation made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #475 holding.
  • Brighton Jones LLC first reported a position in Rockwell Automation in Q3 2023 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.