Parallel Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $549K | Sell |
1,529
-128
| -8% | -$50.5K | 0.01% | 689 |
|
|
2025
Q4 | $645K | Buy |
1,657
+310
| +23% | +$117K | 0.01% | 593 |
|
|
2025
Q3 | $471K | Sell |
1,347
-56
| -4% | -$19.3K | 0.01% | 685 |
|
|
2025
Q2 | $466K | Sell |
1,403
-66
| -4% | -$18.8K | 0.01% | 660 |
|
|
2025
Q1 | $380K | Sell |
1,469
-1
| -0.1% | -$278 | 0.01% | 686 |
|
|
2024
Q4 | $420K | Buy |
1,470
+101
| +7% | +$28.4K | 0.01% | 632 |
|
|
2024
Q3 | $368K | Sell |
1,369
-44
| -3% | -$11.7K | 0.01% | 683 |
|
|
2024
Q2 | $389K | Sell |
1,413
-104
| -7% | -$28.1K | 0.01% | 610 |
|
|
2024
Q1 | $442K | Buy |
1,517
+119
| +9% | +$34.3K | 0.01% | 576 |
|
|
2023
Q4 | $434K | Sell |
1,398
-92
| -6% | -$25.8K | 0.01% | 531 |
|
|
2023
Q3 | $426K | Sell |
1,490
-7
| -0.5% | -$2.17K | 0.01% | 503 |
|
|
2023
Q2 | $493K | Sell |
1,497
-36
| -2% | -$10.4K | 0.02% | 472 |
|
|
2023
Q1 | $450K | Buy |
1,533
+16
| +1% | +$4.55K | 0.02% | 485 |
|
|
2022
Q4 | $391K | Buy |
1,517
+103
| +7% | +$25.9K | 0.02% | 479 |
|
|
2022
Q3 | $304K | Buy |
1,414
+306
| +28% | +$71.3K | 0.01% | 538 |
|
|
2022
Q2 | $221K | Buy |
1,108
+25
| +2% | +$5.65K | 0.01% | 641 |
|
|
2022
Q1 | $304K | Sell |
1,083
-154
| -12% | -$44.2K | 0.01% | 579 |
|
|
2021
Q4 | $432K | Buy |
1,237
+77
| +7% | +$25.5K | 0.02% | 481 |
|
|
2021
Q3 | $341K | Sell |
1,160
-11
| -0.9% | -$3.38K | 0.01% | 527 |
|
|
2021
Q2 | $335K | Buy |
1,171
+75
| +7% | +$20.2K | 0.01% | 502 |
|
|
2021
Q1 | $291K | Buy |
1,096
+27
| +3% | +$6.88K | 0.01% | 505 |
|
|
2020
Q4 | $268K | Sell |
1,069
-68
| -6% | -$16.6K | 0.01% | 500 |
|
|
2020
Q3 | $251K | Sell |
1,137
-15
| -1% | -$3.35K | 0.02% | 484 |
|
|
2020
Q2 | $245K | Sell |
1,152
-266
| -19% | -$51.5K | 0.02% | 474 |
|
|
2020
Q1 | $213K | Buy |
1,418
+277
| +24% | +$51.3K | 0.02% | 426 |
|
|
2019
Q4 | $231K | Buy |
1,141
+120
| +12% | +$22.2K | 0.02% | 463 |
|
|
2019
Q3 | $168K | Buy |
1,021
+262
| +35% | +$41.4K | 0.01% | 539 |
|
|
2019
Q2 | $124K | Buy |
759
+191
| +34% | +$32.3K | 0.01% | 601 |
|
|
2019
Q1 | $100K | Buy |
568
+19
| +3% | +$3.23K | 0.01% | 610 |
|
|
2018
Q4 | $82K | Buy |
549
+7
| +1% | +$1.17K | 0.01% | 602 |
|
|
2018
Q3 | $102K | Sell |
542
-16
| -3% | -$2.86K | 0.01% | 600 |
|
|
2018
Q2 | $92K | Sell |
558
-39
| -7% | -$6.78K | 0.01% | 561 |
|
|
2018
Q1 | $104K | Buy |
597
+29
| +5% | +$5.5K | 0.02% | 487 |
|
|
2017
Q4 | $112K | Hold |
568
| – | – | 0.02% | 452 |
|
|
2017
Q3 | $109K | Sell |
568
-21
| -4% | -$3.5K | 0.02% | 455 |
|
|
2017
Q2 | $97K | Buy |
589
+14
| +2% | +$2.21K | 0.02% | 484 |
|
|
2017
Q1 | $89K | Sell |
575
-57
| -9% | -$8.52K | 0.02% | 484 |
|
|
2016
Q4 | $85K | Buy |
+632
| New | +$80.7K | 0.02% | 426 |
|
Other funds holding ROK
VCM
VPM
Parallel Advisors's ROK Position: Q1 2026 in Review
Parallel Advisors reduced its Rockwell Automation (ROK) stake by 7.7% in Q1 2026, selling an estimated $50.5K and leaving 1,529 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #689.
Parallel Advisors first reported a position in ROK in Q4 2016 and has held it in 38 quarters since. The position peaked at $645K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Parallel Advisors held 1,529 shares of Rockwell Automation worth $549K as of Q1 2026.
- Parallel Advisors sold 128 Rockwell Automation shares in Q1 2026, an estimated $50.5K.
- Rockwell Automation made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #689 holding.
- Parallel Advisors first reported a position in Rockwell Automation in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's Rockwell Automation position peaked at $645K in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.