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Golden State Wealth Management’s Rockwell Automation ROK Stock Holding History

Golden State Wealth Management’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 		$1.24M Hold
2,501
– – 0.11% 171
2026
Q1 		$898K Hold
2,501
– – 0.1% 169
2025
Q4 		$973K Sell
2,501
-95
-4% -$35.7K 0.1% 158
2025
Q3 		$907K Hold
2,596
– – 0.1% 156
2025
Q2 		$862K Hold
2,596
– – 0.1% 160
2025
Q1 		$671K Buy
2,596
+96
+4% +$26.7K 0.1% 163
2024
Q4 		$714K Buy
+2,500
New +$703K 0.11% 153
2022
Q1 		$1.08M Sell
3,876
-48
-1% -$13.8K 0.21% 94
2021
Q4 		$1.37M Buy
3,924
+77
+2% +$25.5K 0.24% 88
2021
Q3 		$1.13M Buy
3,847
+7
+0.2% +$2.15K 0.25% 73
2021
Q2 		$1.1M Buy
3,840
+1,340
+54% +$361K 0.24% 82
2021
Q1 		$663K Sell
2,500
-131
-5% -$33.4K 0.22% 84
2020
Q4 		$660K Buy
2,631
+31
+1% +$7.58K 0.19% 104
2020
Q3 		$574K Sell
2,600
-18
-0.7% -$4.02K 0.19% 86
2020
Q2 		$558K Buy
2,618
+18
+0.7% +$3.48K 0.18% 92
2020
Q1 		$392K Buy
+2,600
New +$482K 0.17% 86
2019
Q4 		– Sell
-2,600
Closed -$428K – 735
2019
Q3 		$428K Sell
2,600
-622
-19% -$98.3K 0.14% 119
2019
Q2 		$527K Hold
3,222
– – 0.17% 114
2019
Q1 		$565K Buy
+3,222
New +$548K 0.19% 106

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 Wealth Management's ROK Position: Q2 2026 in Review

Golden State Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 2,501 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #171.

Golden State Wealth Management first reported a position in ROK in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2021. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Golden State Wealth Management held 2,501 shares of Rockwell Automation worth $1.24M as of Q2 2026.
  • Golden State Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.11% of Golden State Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Golden State Wealth Management first reported a position in Rockwell Automation in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Rockwell Automation position peaked at $1.37M in Q4 2021.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.