Parnassus Value Equity-InvPARWX
13F holders, Q1 2025 (March 31)1holders −1
0new positions
1sold out
$51.39avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Parnassus Value Equity-Inv (PARWX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was Financial Gravity Asset Management, Inc. ($16K).
- Company
- Parnassus Value Equity-Inv
- CUSIP
- 701765869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $21K |
All 13F filers, Q4 2024 → Q1 2025: 407 shares sold, net −407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Financial Gravity Asset Management, Inc. | 0.00% | — | 320 | $16K |
"% of holder's portfolio" is PARWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inv the manager owns.