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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's PH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Parker-Hannifin (PH) stake by 75% in Q2 2025, selling an estimated $4.73M and leaving 2,504 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #458.

Atria Wealth Solutions first reported a position in PH in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.11M in Q4 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Atria Wealth Solutions held 2,504 shares of Parker-Hannifin worth $1.75M as of Q2 2025.
  • Atria Wealth Solutions sold 7,488 Parker-Hannifin shares in Q2 2025, an estimated $4.73M.
  • Parker-Hannifin made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #458 holding.
  • Atria Wealth Solutions first reported a position in Parker-Hannifin in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Parker-Hannifin position peaked at $7.11M in Q4 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.