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Chung Wu Investment Group’s Rockwell Automation ROK Stock Holding History

Chung Wu Investment Group’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 		$190K Sell
530
-1,185
-69% -$468K 0.16% 89
2025
Q4 		$667K Buy
+1,715
New +$645K 0.55% 41

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

Chung Wu Investment Group's ROK Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Rockwell Automation (ROK) stake by 69% in Q1 2026, selling an estimated $468K and leaving 530 shares worth $190K. The position accounts for 0.16% of the portfolio, ranked #89.

Chung Wu Investment Group first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $667K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Chung Wu Investment Group held 530 shares of Rockwell Automation worth $190K as of Q1 2026.
  • Chung Wu Investment Group sold 1,185 Rockwell Automation shares in Q1 2026, an estimated $468K.
  • Rockwell Automation made up 0.16% of Chung Wu Investment Group's portfolio in Q1 2026, its #89 holding.
  • Chung Wu Investment Group first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • Chung Wu Investment Group's Rockwell Automation position peaked at $667K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.