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Beirne Wealth Consulting Services’s Parker-Hannifin PH Stock Holding History

Beirne Wealth Consulting 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
Q4 		– Sell
-415
Closed -$315K – 200
2025
Q3 		$315K Buy
+415
New +$306K 0.08% 150

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

Beirne Wealth Consulting Services's PH Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 415 shares — an estimated $315K sold.

Beirne Wealth Consulting Services first reported a position in PH in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 415 Parker-Hannifin shares in Q4 2025, an estimated $315K.
  • Beirne Wealth Consulting Services first reported a position in Parker-Hannifin in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Parker-Hannifin position peaked at $315K in Q3 2025.
  • 1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.