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Atlantic Edge Private Wealth Management’s Rockwell Automation ROK Stock Holding History

Atlantic Edge Private 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 		$2.48K Hold
5
– – ﹤0.01% 548
2026
Q1 		$1.79K Buy
+5
New +$1.97K ﹤0.01% 539
2024
Q3 		– Sell
-14
Closed -$3.85K – 509
2024
Q2 		$3.85K Hold
14
– – ﹤0.01% 396
2024
Q1 		$4.08K Hold
14
– – ﹤0.01% 402
2023
Q4 		$4.35K Buy
+14
New +$3.92K ﹤0.01% 377

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ROK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 5 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Atlantic Edge Private Wealth Management first reported a position in ROK in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.35K in Q4 2023. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 5 shares of Rockwell Automation worth $2.48K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 5 quarters since.
  • Atlantic Edge Private Wealth Management's Rockwell Automation position peaked at $4.35K in Q4 2023.
  • 1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.