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Atlantic Union Bankshares’s Rockwell Automation ROK Stock Holding History

Atlantic Union Bankshares’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
Q1 		$7.39M Buy
20,579
+6,186
+43% +$2.44M 0.14% 150
2025
Q4 		$5.6M Sell
14,393
-252
-2% -$94.7K 0.11% 174
2025
Q3 		$5.12M Buy
14,645
+3,377
+30% +$1.17M 0.1% 191
2025
Q2 		$3.74M Buy
+11,268
New +$3.21M 0.09% 203
2014
Q2 		– Sell
-250
Closed -$27K – 207
2014
Q1 		$27K Buy
+250
New +$29.7K 0.01% 156

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Union Bankshares's ROK Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Rockwell Automation (ROK) stake by 43% in Q1 2026, buying an estimated $2.44M and bringing the position to 20,579 shares worth $7.39M. The position accounts for 0.14% of the portfolio, ranked #150.

Atlantic Union Bankshares first reported a position in ROK in Q1 2014 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Atlantic Union Bankshares held 20,579 shares of Rockwell Automation worth $7.39M as of Q1 2026.
  • Atlantic Union Bankshares bought 6,186 Rockwell Automation shares in Q1 2026, an estimated $2.44M.
  • Rockwell Automation made up 0.14% of Atlantic Union Bankshares's portfolio in Q1 2026, its #150 holding.
  • Atlantic Union Bankshares first reported a position in Rockwell Automation in Q1 2014 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.