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Brophy Wealth Management’s Parker-Hannifin PH Stock Holding History

Brophy Wealth Management’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
2024
Q3 		$723K Buy
+1,144
New +$650K 0.26% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brophy Wealth Management's PH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Parker-Hannifin (PH) in Q3 2024: 1,144 shares worth $723K. The stake represents 0.26% of the portfolio and ranks #93 among its holdings.

1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • Brophy Wealth Management held 1,144 shares of Parker-Hannifin worth $723K as of Q3 2024.
  • Parker-Hannifin was a new Brophy Wealth Management position in Q3 2024.
  • Parker-Hannifin made up 0.26% of Brophy Wealth Management's portfolio in Q3 2024, its #93 holding.
  • 1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.