Beacon Capital Management LLC (Tennessee)’s Parker-Hannifin PH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-198	Closed	-$138K	–	767
2025 Q2	$138K	Buy	198 +22	+13%	+$13.9K	0.02%	163
2025 Q1	$107K	Buy	176 +1	+0.6%	+$654	0.01%	193
2024 Q4	$112K	Hold	175	–	–	0.01%	173
2024 Q3	$111K	Hold	175	–	–	0.02%	183
2024 Q2	$88.5K	Buy	175 +10	+6%	+$5.36K	0.02%	189
2024 Q1	$91.7K	Buy	165 +14	+9%	+$7.11K	0.02%	180
2023 Q4	$58.8K	Hold	151	–	–	0.02%	200
2023 Q3	$58.9K	Hold	151	–	–	0.02%	219
2023 Q2	$58.9K	Hold	151	–	–	0.02%	219
2023 Q1	$50.8K	Hold	151	–	–	0.01%	213
2022 Q4	$43.9K	Buy	151 +23	+18%	+$6.58K	0.01%	241
2022 Q3	$32K	Hold	128	–	–	0.01%	278
2022 Q2	$36K	Hold	128	–	–	0.01%	293
2022 Q1	$36K	Buy	+128	New	+$38.6K	0.01%	293

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 198 shares — an estimated $138K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PH in Q1 2022 and held it in 14 quarters. The position peaked at $138K in Q2 2025. 1,671 funds tracked by Wall St. Rank hold PH as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 198 Parker-Hannifin shares in Q3 2025, an estimated $138K.
Beacon Capital Management LLC (Tennessee) first reported a position in Parker-Hannifin in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Parker-Hannifin position peaked at $138K in Q2 2025.
1,671 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.