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Carolinas Wealth Consulting’s Parker-Hannifin PH Stock Holding History

Carolinas Wealth Consulting’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
-45
Closed -$27.5K – 685
2025
Q1 		$27.5K Sell
45
-7
-13% -$4.58K 0.01% 417
2024
Q4 		$32.8K Sell
52
-3
-5% -$1.99K 0.01% 417
2024
Q3 		$34.7K Sell
55
-82
-60% -$46.6K 0.01% 410
2024
Q2 		$68.8K Sell
137
-39
-22% -$20.9K 0.01% 323
2024
Q1 		$97.9K Sell
176
-3
-2% -$1.52K 0.02% 257
2023
Q4 		$82.5K Hold
179
– – 0.02% 264
2023
Q3 		$66.1K Sell
179
-58
-24% -$23.3K 0.02% 281
2023
Q2 		$92.3K Sell
237
-15
-6% -$5.08K 0.02% 270
2023
Q1 		$84.6K Buy
252
+144
+133% +$47.7K 0.02% 288
2022
Q4 		$31.3K Buy
108
+15
+16% +$4.29K 0.01% 418
2022
Q3 		$23K Hold
93
– – 0.01% 421
2022
Q2 		$23K Sell
93
-149
-62% -$39.9K 0.01% 428
2022
Q1 		$69K Sell
242
-75
-24% -$22.6K 0.02% 302
2021
Q4 		$101K Buy
317
+103
+48% +$31.9K 0.02% 260
2021
Q3 		$60K Sell
214
-282
-57% -$83.9K 0.01% 319
2021
Q2 		$152K Buy
496
+173
+54% +$53.6K 0.03% 206
2021
Q1 		$102K Hold
323
– – 0.02% 254
2020
Q4 		$88K Buy
323
+9
+3% +$2.23K 0.02% 248
2020
Q3 		$64K Buy
314
+121
+63% +$23.8K 0.02% 251
2020
Q2 		$35K Buy
+193
New +$31.1K 0.01% 234

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

Carolinas Wealth Consulting's PH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Parker-Hannifin (PH) in Q2 2025, closing a stake of 45 shares — an estimated $27.5K sold.

Carolinas Wealth Consulting first reported a position in PH in Q2 2020 and held it in 20 quarters. The position peaked at $152K in Q2 2021. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Parker-Hannifin position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 45 Parker-Hannifin shares in Q2 2025, an estimated $27.5K.
  • Carolinas Wealth Consulting first reported a position in Parker-Hannifin in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Parker-Hannifin position peaked at $152K in Q2 2021.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.