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Briaud Financial Planning’s Parker-Hannifin PH Stock Holding History

Briaud Financial Planning’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
-7
Closed -$4K – 259
2025
Q2 		$4K Hold
7
– – ﹤0.01% 299
2025
Q1 		$4K Hold
7
– – ﹤0.01% 170
2024
Q4 		$4K Buy
+7
New +$4.63K ﹤0.01% 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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's PH Position: Q3 2025 in Review

Briaud Financial Planning sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 7 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in PH in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 1,671 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Briaud Financial Planning reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 7 Parker-Hannifin shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in Parker-Hannifin in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Parker-Hannifin position peaked at $4K in Q2 2025.
  • 1,671 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.