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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
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 $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

Golden State Equity Partners's ROK Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Rockwell Automation (ROK) in Q1 2026: 120 shares worth $43.1K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in ROK as recently as Q4 2020.

Golden State Equity Partners first reported a position in ROK in Q4 2020 and has held it in 2 quarters since. The position peaked at $510K in Q4 2020. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Golden State Equity Partners held 120 shares of Rockwell Automation worth $43.1K as of Q1 2026.
  • Rockwell Automation was a new Golden State Equity Partners position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #919 holding.
  • Golden State Equity Partners first reported a position in Rockwell Automation in Q4 2020 and has held it in 2 quarters since.
  • Golden State Equity Partners's Rockwell Automation position peaked at $510K in Q4 2020.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.