UCB
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United Community Bank’s Rockwell Automation ROK Stock Holding History

United Community Bank’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 		$9.69K Hold
27
– – ﹤0.01% 464
2025
Q4 		$10.5K Hold
27
– – ﹤0.01% 435
2025
Q3 		$9.44K Buy
27
+5
+23% +$1.73K ﹤0.01% 472
2025
Q2 		$7.31K Hold
22
– – ﹤0.01% 437
2025
Q1 		$5.68K Buy
+22
New +$6.12K ﹤0.01% 446

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

United Community Bank's ROK Position: Q1 2026 in Review

United Community Bank held its Rockwell Automation (ROK) position steady in Q1 2026 at 27 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

United Community Bank first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.5K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • United Community Bank held 27 shares of Rockwell Automation worth $9.69K as of Q1 2026.
  • United Community Bank left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of United Community Bank's portfolio in Q1 2026, its #464 holding.
  • United Community Bank first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • United Community Bank's Rockwell Automation position peaked at $10.5K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.