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Golden State Equity Partners’s Rockwell Automation ROK Stock Holding History

Golden State Equity Partners’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 		– Sell
-120
Closed -$43.1K – 1451
2026
Q1 		$43.1K Buy
+120
New +$47.4K ﹤0.01% 919
2021
Q1 		– Sell
-2,036
Closed -$510K – 208
2020
Q4 		$510K Buy
+2,036
New +$498K 0.35% 82

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

Golden State Equity Partners's ROK Position: Q2 2026 in Review

Golden State Equity Partners sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 120 shares — an estimated $43.1K sold.

Golden State Equity Partners first reported a position in ROK in Q4 2020 and held it in 2 quarters. The position peaked at $510K in Q4 2020. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Golden State Equity Partners reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 120 Rockwell Automation shares in Q2 2026, an estimated $43.1K.
  • Golden State Equity Partners first reported a position in Rockwell Automation in Q4 2020 and held it in 2 quarters.
  • Golden State Equity Partners's Rockwell Automation position peaked at $510K in Q4 2020.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.