Chung Wu Investment Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2054278
SUGAR LAND, TX
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$222,786
+$32,580 QoQ
Shares Held
450
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,216
of 1,526 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $3,102,367 across 2 Specialty Industrial Machinery names. ROK ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,451 | $2,879,581 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
450 | $222,786 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,786 | 450 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $190,206 | 530 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $667,255 | 1,715 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||