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HHM Wealth Advisors’s Rockwell Automation ROK Stock Holding History

HHM Wealth Advisors’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 		$168K Hold
340
– – 0.02% 231
2026
Q1 		$122K Buy
+340
New +$134K 0.01% 245
2025
Q3 		– Sell
-7
Closed -$2.33K – 920
2025
Q2 		$2.33K Hold
7
– – ﹤0.01% 743
2025
Q1 		$1.81K Hold
7
– – ﹤0.01% 769
2024
Q4 		$2K Buy
+7
New +$1.97K ﹤0.01% 751

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

HHM Wealth Advisors's ROK Position: Q2 2026 in Review

HHM Wealth Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 340 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #231.

HHM Wealth Advisors first reported a position in ROK in Q4 2024 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • HHM Wealth Advisors held 340 shares of Rockwell Automation worth $168K as of Q2 2026.
  • HHM Wealth Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • HHM Wealth Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 5 quarters since.
  • 463 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.