West Wealth Group, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1923591 Irvine, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$626,771

+$174,224 QoQ

Shares Held

1,266

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#837

of 1,527 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

West Wealth Group, LLC holds $1,202,452 across 2 Specialty Industrial Machinery names. ROK ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROK	Rockwell Automation, Inc This page	1,266	$626,771
2	GEV	GE Vernova Inc.	490	$575,681

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,771	1,266	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$452,547	1,261	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$482,446	1,240	-0.1%	Shares	Sole	2026-01-26
2025-09-30	$433,766	1,241	-10.7%	Shares	Sole	2025-10-27
2025-06-30	$461,384	1,389	+0.4%	Shares	Sole	2025-08-13
2025-03-31	$357,339	1,383	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$393,247	1,376	+0.4%	Shares	Sole	2025-01-22
2024-09-30	$368,058	1,371	-21.0%	Shares	Sole	2024-10-23
2024-06-30	$477,886	1,736	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$503,418	1,728	+0.5%	Shares	Sole	2024-05-08
2023-12-31	$534,025	1,720	+0.1%	Shares	Sole	2024-01-18
2023-09-30	$491,410	1,719	+0.4%	Shares	Sole	2023-10-06
2023-06-30	$564,347	1,713	+0.4%	Shares	Sole	2023-07-26
2023-03-31	$500,625	1,706	+0.4%	Shares	Sole	2023-04-06
2022-12-31	$437,611	1,699	+0.5%	Shares	Sole	2023-01-23
2022-09-30	$363,751	1,691	+0.4%	Shares	Sole	2022-10-21
2022-06-30	$335,638	1,684	+0.5%	Shares	Sole	2022-07-27
2022-03-31	$469,050	1,675	+0.4%	Shares	Sole	2022-05-05
2021-12-31	$581,881	1,668	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.