Parnassus Investments
ROK icon

Parnassus Investments’s Rockwell Automation ROK Stock Holding History

Parnassus Investments’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 		$22.6M Sell
63,002
-1,813
-3% -$715K 0.07% 98
2025
Q4 		$25.2M Buy
64,815
+4,652
+8% +$1.75M 0.07% 100
2025
Q3 		$21M Sell
60,163
-661
-1% -$228K 0.05% 113
2025
Q2 		$20.2M Sell
60,824
-1,647
-3% -$469K 0.05% 108
2025
Q1 		$16.1M Hold
62,471
– – 0.04% 113
2024
Q4 		$17.9M Buy
+62,471
New +$17.6M 0.04% 109

Other funds holding ROK

BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return