HFS
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Hughes Financial Services’s Rockwell Automation ROK Stock Holding History

Hughes Financial Services’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 		$7.43K Buy
15
+7
+88% +$3.04K ﹤0.01% 423
2026
Q1 		$2.87K Buy
8
+4
+100% +$1.58K ﹤0.01% 521
2025
Q4 		$1.56K Hold
4
– – ﹤0.01% 608
2025
Q3 		$1.56K Hold
4
– – ﹤0.01% 607
2025
Q2 		$1.31K Sell
4
-6
-60% -$1.71K ﹤0.01% 633
2025
Q1 		$2.59K Buy
+10
New +$2.78K ﹤0.01% 523

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

Hughes Financial Services's ROK Position: Q2 2026 in Review

Hughes Financial Services increased its Rockwell Automation (ROK) stake by 88% in Q2 2026, buying an estimated $3.04K and bringing the position to 15 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Hughes Financial Services first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hughes Financial Services held 15 shares of Rockwell Automation worth $7.43K as of Q2 2026.
  • Hughes Financial Services bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #423 holding.
  • Hughes Financial Services first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 418 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.