Robertson Stephens Wealth Management’s Rockwell Automation ROK Stock Holding History

Robertson Stephens 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	$556K	Sell	1,124 -75	-6%	-$32.6K	0.01%	424
2026 Q1	$430K	Sell	1,199 -3	-0.2%	-$1.18K	0.01%	448
2025 Q4	$468K	Buy	1,202 +28	+2%	+$10.5K	0.01%	441
2025 Q3	$410K	Buy	1,174 +4	+0.3%	+$1.38K	0.01%	392
2025 Q2	$389K	Buy	+1,170	New	+$333K	0.01%	415
2025 Q1	–	Sell	-809	Closed	-$231K	–	585
2024 Q4	$231K	Sell	809 -83	-9%	-$23.3K	0.01%	525
2024 Q3	$239K	Buy	+892	New	+$237K	0.01%	564
2024 Q2	–	Sell	-703	Closed	-$205K	–	527
2024 Q1	$205K	Buy	+703	New	+$202K	0.01%	481

Other funds holding ROK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Robertson Stephens Wealth Management's ROK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Rockwell Automation (ROK) stake by 6.3% in Q2 2026, selling an estimated $32.6K and leaving 1,124 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #424.

Robertson Stephens Wealth Management first reported a position in ROK in Q1 2024 and has held it in 8 quarters since. 684 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Robertson Stephens Wealth Management held 1,124 shares of Rockwell Automation worth $556K as of Q2 2026.
Robertson Stephens Wealth Management sold 75 Rockwell Automation shares in Q2 2026, an estimated $32.6K.
Rockwell Automation made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #424 holding.
Robertson Stephens Wealth Management first reported a position in Rockwell Automation in Q1 2024 and has held it in 8 quarters since.
684 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.