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Capital A Wealth Management’s Parker-Hannifin PH Stock Holding History

Capital A 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
2025
Q2 		– Sell
-355
Closed -$216K – 736
2025
Q1 		$216K Sell
355
-1,446
-80% -$946K 0.23% 60
2024
Q4 		$1.15M Buy
+1,801
New +$1.19M 1.9% 12

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital A Wealth Management's PH Position: Q2 2025 in Review

Capital A Wealth Management sold out of Parker-Hannifin (PH) in Q2 2025, closing a stake of 355 shares — an estimated $216K sold.

Capital A Wealth Management first reported a position in PH in Q4 2024 and held it in 2 quarters. The position peaked at $1.15M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Capital A Wealth Management reported no remaining Parker-Hannifin position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 355 Parker-Hannifin shares in Q2 2025, an estimated $216K.
  • Capital A Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Parker-Hannifin position peaked at $1.15M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.