Elmwood Wealth Management, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1731927 BERKELEY, CA

Position in ROK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,251,623

+$617,643 QoQ

Shares Held

4,548

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#527

of 1,527 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $3,310,531 across 2 Specialty Industrial Machinery names. ROK ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROK	Rockwell Automation, Inc This page	4,548	$2,251,623
2	ETN	Eaton Corp plc	2,485	$1,058,908

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,251,623	4,548	-0.1%	Shares	Sole	2026-07-08
2026-03-31	$1,633,980	4,553	-0.5%	Shares	Sole	2026-04-09
2025-12-31	$1,779,995	4,575	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$1,597,352	4,570	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$1,521,338	4,580	-0.8%	Shares	Sole	2025-07-28
2025-03-31	$1,192,940	4,617	-2.1%	Shares	Sole	2025-04-28
2024-12-31	$1,348,071	4,717	0.0%	Shares	Sole	2025-01-13
2024-09-30	$1,266,325	4,717	-0.1%	Shares	Sole	2024-10-11
2024-06-30	$1,299,321	4,720	-5.0%	Shares	Sole	2024-08-13
2024-03-31	$1,447,910	4,970	+51.3%	Shares	Sole	2024-05-13
2023-12-31	$1,019,616	3,284	-38.2%	Shares	Sole	2024-01-30
2023-09-30	$1,519,684	5,316	-1.7%	Shares	Sole	2023-11-15
2023-06-30	$1,781,006	5,406	-2.7%	Shares	Sole	2023-08-10
2023-03-31	$1,630,701	5,557	+0.0%	Shares	Sole	2023-04-28
2022-12-31	$1,431,058	5,556	+0.9%	Shares	Sole	2023-01-26
2022-09-30	$1,184,395	5,506	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.