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Castleview Partners’s Parker-Hannifin PH Stock Holding History

Castleview Partners’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
Q1 		– Sell
-26
Closed -$16.4K – 447
2024
Q4 		$16.4K Hold
26
– – 0.01% 500
2024
Q3 		$16.4K Hold
26
– – 0.01% 474
2024
Q2 		$13.2K Buy
26
+10
+63% +$5.36K 0.01% 483
2024
Q1 		$8.89K Hold
16
– – 0.01% 549
2023
Q4 		$7.37K Hold
16
– – 0.01% 540
2023
Q3 		$6.23K Hold
16
– – 0.01% 465
2023
Q2 		$6.24K Hold
16
– – 0.01% 485
2023
Q1 		$5.38K Hold
16
– – ﹤0.01% 497
2022
Q4 		$4.66K Hold
16
– – ﹤0.01% 450
2022
Q3 		$4K Sell
16
-634
-98% -$172K ﹤0.01% 476
2022
Q2 		$858 Buy
650
+634
+3,963% +$170K ﹤0.01% 702
2022
Q1 		$4K Sell
16
-11,436
-100% -$3.45M ﹤0.01% 591
2021
Q4 		$36 Buy
+11,452
New +$3.54M ﹤0.01% 912
2021
Q2 		$16K Buy
+52
New +$16.1K 0.01% 603

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castleview Partners's PH Position: Q1 2025 in Review

Castleview Partners sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 26 shares — an estimated $16.4K sold.

Castleview Partners first reported a position in PH in Q2 2021 and held it in 14 quarters. The position peaked at $16.4K in Q3 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Castleview Partners reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 26 Parker-Hannifin shares in Q1 2025, an estimated $16.4K.
  • Castleview Partners first reported a position in Parker-Hannifin in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's Parker-Hannifin position peaked at $16.4K in Q3 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.