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

Centricity 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 		$81K Hold
116
– – 0.06% 127
2025
Q1 		$70.5K Hold
116
– – 0.06% 134
2024
Q4 		$73.8K Buy
+116
New +$76.8K 0.07% 136

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Centricity Wealth Management's PH Position: Q2 2025 in Review

Centricity Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2025 at 116 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #127.

Centricity Wealth Management first reported a position in PH in Q4 2024 and has held it in 3 quarters since. 1,634 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Centricity Wealth Management held 116 shares of Parker-Hannifin worth $81K as of Q2 2025.
  • Centricity Wealth Management left its Parker-Hannifin share count unchanged in Q2 2025.
  • Parker-Hannifin made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #127 holding.
  • Centricity Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 3 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.