Advance Capital Management’s Parker-Hannifin PH Stock Holding History

Advance Capital 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 Q4	–	Sell	-1,120	Closed	-$849K	–	184
2025 Q3	$849K	Hold	1,120	–	–	0.04%	75
2025 Q2	$782K	Sell	1,120 -7	-0.6%	-$4.42K	0.04%	76
2025 Q1	$685K	Buy	1,127 +7	+0.6%	+$4.58K	0.03%	81
2024 Q4	$712K	Hold	1,120	–	–	0.03%	74
2024 Q3	$708K	Hold	1,120	–	–	0.03%	73
2024 Q2	$567K	Buy	1,120 +31	+3%	+$16.6K	0.03%	80
2024 Q1	$605K	Sell	1,089 -2	-0.2%	-$1.02K	0.04%	75
2023 Q4	$503K	Buy	1,091 +2	+0.2%	+$833	0.04%	69
2023 Q3	$424K	Hold	1,089	–	–	0.04%	75
2023 Q2	$425K	Hold	1,089	–	–	0.05%	69
2023 Q1	$366K	Hold	1,089	–	–	0.07%	71
2022 Q4	$317K	Hold	1,089	–	–	0.04%	73
2022 Q3	$264K	Hold	1,089	–	–	0.03%	72
2022 Q2	$268K	Hold	1,089	–	–	0.03%	66
2022 Q1	$309K	Hold	1,089	–	–	0.04%	61
2021 Q4	$346K	Buy	+1,089	New	+$337K	0.07%	59

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advance Capital Management's PH Position: Q4 2025 in Review

Advance Capital Management sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 1,120 shares — an estimated $849K sold.

Advance Capital Management first reported a position in PH in Q4 2021 and held it in 16 quarters. The position peaked at $849K in Q3 2025. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

Advance Capital Management reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
Advance Capital Management sold 1,120 Parker-Hannifin shares in Q4 2025, an estimated $849K.
Advance Capital Management first reported a position in Parker-Hannifin in Q4 2021 and held it in 16 quarters.
Advance Capital Management's Parker-Hannifin position peaked at $849K in Q3 2025.
1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Advance Capital Management's 13F filing for Q4 2025, filed 6 Jan 2026.