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Aveo Capital Partners’s Parker-Hannifin PH Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-436
Closed -$277K – 289
2024
Q4 		$277K Buy
436
+2
+0.5% +$1.32K 0.03% 298
2024
Q3 		$274K Sell
434
-17
-4% -$9.66K 0.03% 292
2024
Q2 		$228K Sell
451
-23
-5% -$12.3K 0.03% 291
2024
Q1 		$254K Buy
+474
New +$241K 0.03% 316

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's PH Position: Q1 2025 in Review

Aveo Capital Partners sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 436 shares — an estimated $277K sold.

Aveo Capital Partners first reported a position in PH in Q1 2024 and held it in 4 quarters. The position peaked at $277K in Q4 2024. 1,598 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Aveo Capital Partners reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 436 Parker-Hannifin shares in Q1 2025, an estimated $277K.
  • Aveo Capital Partners first reported a position in Parker-Hannifin in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Parker-Hannifin position peaked at $277K in Q4 2024.
  • 1,598 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.