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Brooks Moore & Associates’s Parker-Hannifin PH Stock Holding History

Brooks Moore & Associates’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
-300
Closed -$220K – 109
2025
Q2 		$220K Buy
+300
New +$190K 0.12% 101
2025
Q1 		– Sell
-350
Closed -$223K – 105
2024
Q4 		$223K Hold
350
– – 0.13% 93
2024
Q3 		$221K Buy
+350
New +$199K 0.13% 91

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

Brooks Moore & Associates's PH Position: Q3 2025 in Review

Brooks Moore & Associates sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 300 shares — an estimated $220K sold.

Brooks Moore & Associates first reported a position in PH in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 1,671 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Brooks Moore & Associates reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
  • Brooks Moore & Associates sold 300 Parker-Hannifin shares in Q3 2025, an estimated $220K.
  • Brooks Moore & Associates first reported a position in Parker-Hannifin in Q3 2024 and held it in 3 quarters.
  • Brooks Moore & Associates's Parker-Hannifin position peaked at $223K in Q4 2024.
  • 1,671 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Brooks Moore & Associates's 13F filing for Q3 2025, filed 17 Nov 2025.