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Brown Miller Wealth Management’s Rockwell Automation ROK Stock Holding History

Brown Miller 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 		$280K Hold
565
– – 0.07% 177
2026
Q1 		$203K Hold
565
– – 0.06% 191
2025
Q4 		$220K Buy
+565
New +$212K 0.06% 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

Brown Miller Wealth Management's ROK Position: Q2 2026 in Review

Brown Miller Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 565 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #177.

Brown Miller Wealth Management first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Brown Miller Wealth Management held 565 shares of Rockwell Automation worth $280K as of Q2 2026.
  • Brown Miller Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.07% of Brown Miller Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Brown Miller Wealth Management first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.