AAS
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Avantax Advisory Services’s Parker-Hannifin PH Stock Holding History

Avantax Advisory Services’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 		$7.31M Buy
10,461
+473
+5% +$299K 0.04% 337
2025
Q1 		$6.07M Buy
9,988
+372
+4% +$243K 0.04% 360
2024
Q4 		$6.12M Buy
9,616
+156
+2% +$103K 0.04% 340
2024
Q3 		$5.98M Hold
9,460
– – 0.04% 343
2024
Q2 		$4.79M Buy
9,460
+6,697
+242% +$3.59M 0.03% 385
2024
Q1 		$1.54M Sell
2,763
-534
-16% -$271K 0.01% 619
2023
Q4 		$1.52M Buy
3,297
+112
+4% +$46.6K 0.02% 590
2023
Q3 		$1.24M Sell
3,185
-92
-3% -$37K 0.01% 604
2023
Q2 		$1.28M Buy
3,277
+240
+8% +$81.2K 0.01% 600
2023
Q1 		$1.02M Buy
3,037
+135
+5% +$44.7K 0.01% 660
2022
Q4 		$844K Buy
2,902
+439
+18% +$126K 0.01% 686
2022
Q3 		$597K Sell
2,463
-160
-6% -$43.3K 0.01% 709
2022
Q2 		$645K Buy
2,623
+303
+13% +$81.1K 0.01% 679
2022
Q1 		$663K Buy
2,320
+223
+11% +$67.2K 0.01% 682
2021
Q4 		$667K Buy
2,097
+14
+0.7% +$4.33K 0.01% 661
2021
Q3 		$584K Buy
2,083
+121
+6% +$36K 0.01% 663
2021
Q2 		$605K Buy
1,962
+111
+6% +$34.4K 0.01% 631
2021
Q1 		$583K Buy
1,851
+7
+0.4% +$2.02K 0.01% 579
2020
Q4 		$502K Sell
1,844
-442
-19% -$109K 0.01% 556
2020
Q3 		$463K Buy
2,286
+449
+24% +$88.3K 0.01% 826
2020
Q2 		$335K Sell
1,837
-381
-17% -$61.5K 0.01% 601
2020
Q1 		$288K Buy
2,218
+62
+3% +$11.2K 0.01% 589
2019
Q4 		$444K Buy
2,156
+882
+69% +$171K 0.01% 513
2019
Q3 		$231K Buy
+1,274
New +$217K 0.01% 498

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
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

Avantax Advisory Services's PH Position: Q2 2025 in Review

Avantax Advisory Services increased its Parker-Hannifin (PH) stake by 4.7% in Q2 2025, buying an estimated $299K and bringing the position to 10,461 shares worth $7.31M. The position accounts for 0.04% of the portfolio, ranked #337.

Avantax Advisory Services first reported a position in PH in Q3 2019 and has held it in 24 quarters since. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Avantax Advisory Services held 10,461 shares of Parker-Hannifin worth $7.31M as of Q2 2025.
  • Avantax Advisory Services bought 473 Parker-Hannifin shares in Q2 2025, an estimated $299K.
  • Parker-Hannifin made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #337 holding.
  • Avantax Advisory Services first reported a position in Parker-Hannifin in Q3 2019 and has held it in 24 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.