Smith Salley Wealth Management’s Rockwell Automation ROK Stock Holding History

Smith Salley 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	$301K	Buy	+608	New	+$265K	0.01%	236

Other funds holding ROK

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

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

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

Diversified Management Milwaukee, Wisconsin $468M AUM

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Smith Salley Wealth Management's ROK Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 608 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

463 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Smith Salley Wealth Management held 608 shares of Rockwell Automation worth $301K as of Q2 2026.
Rockwell Automation was a new Smith Salley Wealth Management position in Q2 2026.
Rockwell Automation made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #236 holding.
463 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.