Parnassus Investments
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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
Q2 		$30.2M Sell
60,945
-2,057
-3% -$895K 0.08% 96
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parnassus Investments's ROK Position: Q2 2026 in Review

Parnassus Investments reduced its Rockwell Automation (ROK) stake by 3.3% in Q2 2026, selling an estimated $895K and leaving 60,945 shares worth $30.2M. The position accounts for 0.08% of the portfolio, ranked #96.

Parnassus Investments first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Parnassus Investments held 60,945 shares of Rockwell Automation worth $30.2M as of Q2 2026.
  • Parnassus Investments sold 2,057 Rockwell Automation shares in Q2 2026, an estimated $895K.
  • Rockwell Automation made up 0.08% of Parnassus Investments's portfolio in Q2 2026, its #96 holding.
  • Parnassus Investments first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.