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Accredited Wealth Management’s Parker-Hannifin PH Stock Holding History

Accredited Wealth Management’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$22.7K Sell
4
-26
-87% -$19.2K 0.02% 195
2025
Q2 		$21K Hold
30
– – 0.02% 198
2025
Q1 		$18.2K Buy
+30
New +$19.6K 0.02% 189

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's PH Position: Q3 2025 in Review

Accredited Wealth Management reduced its Parker-Hannifin (PH) stake by 87% in Q3 2025, selling an estimated $19.2K and leaving 4 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #195.

Accredited Wealth Management first reported a position in PH in Q1 2025 and has held it in 3 quarters since. 1,672 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Accredited Wealth Management held 4 shares of Parker-Hannifin worth $22.7K as of Q3 2025.
  • Accredited Wealth Management sold 26 Parker-Hannifin shares in Q3 2025, an estimated $19.2K.
  • Parker-Hannifin made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #195 holding.
  • Accredited Wealth Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 3 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.