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First United Bank & Trust’s Rockwell Automation ROK Stock Holding History

First United Bank & Trust’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 		$55.9K Buy
113
+17
+18% +$7.4K 0.02% 235
2026
Q1 		$34.5K Hold
96
– – 0.01% 262
2025
Q4 		$37.4K Hold
96
– – 0.01% 250
2025
Q3 		$33.6K Hold
96
– – 0.01% 259
2025
Q2 		$31.9K Hold
96
– – 0.01% 256
2025
Q1 		$24.8K Hold
96
– – 0.01% 268
2024
Q4 		$27.4K Hold
96
– – 0.01% 261
2024
Q3 		$25.8K Sell
96
-2,356
-96% -$625K 0.01% 263
2024
Q2 		$675K Hold
2,452
– – 0.25% 84
2024
Q1 		$714K Sell
2,452
-825
-25% -$238K 0.26% 81
2023
Q4 		$1.02M Hold
3,277
– – 0.41% 69
2023
Q3 		$937K Hold
3,277
– – 0.44% 68
2023
Q2 		$1.08M Hold
3,277
– – 0.48% 60
2023
Q1 		$962K Sell
3,277
-425
-11% -$121K 0.45% 66
2022
Q4 		$954K Hold
3,702
– – 0.47% 63
2022
Q3 		$796K Hold
3,702
– – 0.4% 69
2022
Q2 		$738K Hold
3,702
– – 0.34% 79
2022
Q1 		$1.04M Hold
3,702
– – 0.41% 68
2021
Q4 		$1.29M Buy
3,702
+30
+0.8% +$9.93K 0.48% 64
2021
Q3 		$1.08M Hold
3,672
– – 0.44% 67
2021
Q2 		$1.05M Hold
3,672
– – 0.44% 66
2021
Q1 		$975K Sell
3,672
-426
-10% -$109K 0.42% 72
2020
Q4 		$1.03M Hold
4,098
– – 0.5% 65
2020
Q3 		$904K Sell
4,098
-10
-0.2% -$2.23K 0.51% 66
2020
Q2 		$875K Buy
+4,108
New +$795K 0.52% 65

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
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
QP
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
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First United Bank & Trust's ROK Position: Q2 2026 in Review

First United Bank & Trust increased its Rockwell Automation (ROK) stake by 18% in Q2 2026, buying an estimated $7.4K and bringing the position to 113 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #235.

First United Bank & Trust first reported a position in ROK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.29M in Q4 2021. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • First United Bank & Trust held 113 shares of Rockwell Automation worth $55.9K as of Q2 2026.
  • First United Bank & Trust bought 17 Rockwell Automation shares in Q2 2026, an estimated $7.4K.
  • Rockwell Automation made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #235 holding.
  • First United Bank & Trust first reported a position in Rockwell Automation in Q2 2020 and has held it in 25 quarters since.
  • First United Bank & Trust's Rockwell Automation position peaked at $1.29M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.