Cassady Schiller Wealth Management’s Parker-Hannifin PH Stock Holding History

Cassady Schiller 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 Q4	$78.2K	Sell	123 -37	-23%	-$24.5K	0.03%	172
2024 Q3	$101K	Hold	160	–	–	0.04%	157
2024 Q2	$80.9K	Hold	160	–	–	0.03%	164
2024 Q1	$88.9K	Hold	160	–	–	0.04%	166
2023 Q4	$73.7K	Sell	160 -40	-20%	-$16.7K	0.04%	173
2023 Q3	$77.9K	Hold	200	–	–	0.04%	159
2023 Q2	$78K	Hold	200	–	–	0.04%	163
2023 Q1	$67.2K	Hold	200	–	–	0.03%	176
2022 Q4	$58.2K	Buy	+200	New	+$57.2K	0.04%	182
2022 Q1	–	Sell	-200	Closed	-$64K	–	460
2021 Q4	$64K	Buy	+200	New	+$61.9K	0.04%	178

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's PH Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Parker-Hannifin (PH) stake by 23% in Q4 2024, selling an estimated $24.5K and leaving 123 shares worth $78.2K. The position accounts for 0.03% of the portfolio, ranked #172.

Cassady Schiller Wealth Management first reported a position in PH in Q4 2021 and has held it in 10 quarters since. The position peaked at $101K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Cassady Schiller Wealth Management held 123 shares of Parker-Hannifin worth $78.2K as of Q4 2024.
Cassady Schiller Wealth Management sold 37 Parker-Hannifin shares in Q4 2024, an estimated $24.5K.
Parker-Hannifin made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #172 holding.
Cassady Schiller Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Parker-Hannifin position peaked at $101K in Q3 2024.
1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.