AWS
PH icon

Atria Wealth Solutions’s Parker-Hannifin PH Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.75M Sell
2,504
-7,488
-75% -$4.73M 0.04% 458
2025
Q1 		$6.07M Sell
9,992
-1,192
-11% -$780K 0.07% 284
2024
Q4 		$7.11M Buy
11,184
+611
+6% +$405K 0.08% 264
2024
Q3 		$6.68M Sell
10,573
-600
-5% -$341K 0.07% 278
2024
Q2 		$5.65M Sell
11,173
-831
-7% -$446K 0.06% 311
2024
Q1 		$6.67M Buy
12,004
+1,538
+15% +$781K 0.08% 269
2023
Q4 		$4.82M Sell
10,466
-59
-0.6% -$24.6K 0.06% 321
2023
Q3 		$4.1M Buy
10,525
+8,033
+322% +$3.23M 0.06% 342
2023
Q2 		$972K Buy
2,492
+282
+13% +$95.4K 0.01% 843
2023
Q1 		$743K Buy
2,210
+604
+38% +$200K 0.01% 939
2022
Q4 		$467K Buy
1,606
+289
+22% +$82.7K 0.01% 1114
2022
Q3 		$319K Buy
+1,317
New +$356K 0.01% 1261
2022
Q2 		– Sell
-1,060
Closed -$301K – 1831
2022
Q1 		$301K Buy
+1,060
New +$320K 0.01% 1315

Other funds holding PH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return