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Atala Financial’s Parker-Hannifin PH Stock Holding History

Atala Financial’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
-420
Closed -$318K – 130
2025
Q3 		$318K Hold
420
– – 0.2% 97
2025
Q2 		$293K Hold
420
– – 0.2% 98
2025
Q1 		$255K Hold
420
– – 0.19% 101
2024
Q4 		$267K Buy
+420
New +$278K 0.19% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atala Financial's PH Position: Q4 2025 in Review

Atala Financial sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 420 shares — an estimated $318K sold.

Atala Financial first reported a position in PH in Q4 2024 and held it in 4 quarters. The position peaked at $318K in Q3 2025. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Atala Financial reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Atala Financial sold 420 Parker-Hannifin shares in Q4 2025, an estimated $318K.
  • Atala Financial first reported a position in Parker-Hannifin in Q4 2024 and held it in 4 quarters.
  • Atala Financial's Parker-Hannifin position peaked at $318K in Q3 2025.
  • 1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.