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Adero Partners’s Parker-Hannifin PH Stock Holding History

Adero Partners’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
Q1 		$260K Buy
428
+13
+3% +$8.5K 0.02% 200
2024
Q4 		$264K Buy
415
+60
+17% +$39.7K 0.02% 190
2024
Q3 		$224K Buy
+355
New +$202K 0.01% 206

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's PH Position: Q1 2025 in Review

Adero Partners increased its Parker-Hannifin (PH) stake by 3.1% in Q1 2025, buying an estimated $8.5K and bringing the position to 428 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #200.

Adero Partners first reported a position in PH in Q3 2024 and has held it in 3 quarters since. The position peaked at $264K in Q4 2024. 1,598 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Adero Partners held 428 shares of Parker-Hannifin worth $260K as of Q1 2025.
  • Adero Partners bought 13 Parker-Hannifin shares in Q1 2025, an estimated $8.5K.
  • Parker-Hannifin made up 0.02% of Adero Partners's portfolio in Q1 2025, its #200 holding.
  • Adero Partners first reported a position in Parker-Hannifin in Q3 2024 and has held it in 3 quarters since.
  • Adero Partners's Parker-Hannifin position peaked at $264K in Q4 2024.
  • 1,598 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.