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Beacon Financial Advisory’s Parker-Hannifin PH Stock Holding History

Beacon Financial Advisory’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
Q4 		– Sell
-883
Closed -$669K – 394
2025
Q3 		$669K Buy
883
+10
+1% +$7.38K 0.16% 164
2025
Q2 		$610K Buy
+873
New +$552K 0.16% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Advisory's PH Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 883 shares — an estimated $669K sold.

Beacon Financial Advisory first reported a position in PH in Q2 2025 and held it in 2 quarters. The position peaked at $669K in Q3 2025. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 883 Parker-Hannifin shares in Q4 2025, an estimated $669K.
  • Beacon Financial Advisory first reported a position in Parker-Hannifin in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Parker-Hannifin position peaked at $669K in Q3 2025.
  • 1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.