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Atria Wealth Solutions’s Rockwell Automation ROK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.35M Sell
4,062
-5,284
-57% -$1.51M 0.03% 531
2025
Q1 		$2.41M Sell
9,346
-345
-4% -$96K 0.03% 563
2024
Q4 		$2.77M Buy
9,691
+45
+0.5% +$12.7K 0.03% 530
2024
Q3 		$2.59M Buy
9,646
+524
+6% +$139K 0.03% 537
2024
Q2 		$2.51M Buy
9,122
+402
+5% +$108K 0.03% 560
2024
Q1 		$2.54M Buy
8,720
+725
+9% +$209K 0.03% 560
2023
Q4 		$2.48M Buy
7,995
+77
+1% +$21.6K 0.03% 540
2023
Q3 		$2.26M Buy
7,918
+398
+5% +$123K 0.03% 518
2023
Q2 		$2.48M Buy
7,520
+322
+4% +$93K 0.03% 503
2023
Q1 		$2.11M Sell
7,198
-16,185
-69% -$4.6M 0.03% 521
2022
Q4 		$6.01M Buy
23,383
+155
+0.7% +$38.9K 0.1% 221
2022
Q3 		$5M Buy
23,228
+17,160
+283% +$4M 0.09% 233
2022
Q2 		$1.21M Buy
6,068
+56
+0.9% +$12.6K 0.02% 623
2022
Q1 		$1.68M Buy
+6,012
New +$1.73M 0.03% 537

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's ROK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Rockwell Automation (ROK) stake by 57% in Q2 2025, selling an estimated $1.51M and leaving 4,062 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #531.

Atria Wealth Solutions first reported a position in ROK in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.01M in Q4 2022. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Atria Wealth Solutions held 4,062 shares of Rockwell Automation worth $1.35M as of Q2 2025.
  • Atria Wealth Solutions sold 5,284 Rockwell Automation shares in Q2 2025, an estimated $1.51M.
  • Rockwell Automation made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #531 holding.
  • Atria Wealth Solutions first reported a position in Rockwell Automation in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Rockwell Automation position peaked at $6.01M in Q4 2022.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.