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

Compass 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 Q4	–	Sell	-300	Closed	-$227K	–	130
2025 Q3	$227K	Hold	300	–	–	0.05%	144
2025 Q2	$210K	Hold	300	–	–	0.05%	148
2025 Q1	$182K	Hold	300	–	–	0.05%	154
2024 Q4	$191K	Hold	300	–	–	0.05%	153
2024 Q3	$190K	Hold	300	–	–	0.04%	159
2024 Q2	$152K	Hold	300	–	–	0.04%	165
2024 Q1	$167K	Hold	300	–	–	0.04%	169
2023 Q4	$138K	Hold	300	–	–	0.04%	171
2023 Q3	$117K	Hold	300	–	–	0.04%	173
2023 Q2	$117K	Hold	300	–	–	0.04%	175
2023 Q1	$101K	Hold	300	–	–	0.03%	185
2022 Q4	$87.3K	Buy	+300	New	+$85.9K	0.03%	191

Other funds holding PH

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Wealth Management's PH Position: Q4 2025 in Review

Compass Wealth Management sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 300 shares — an estimated $227K sold.

Compass Wealth Management first reported a position in PH in Q4 2022 and held it in 12 quarters. The position peaked at $227K in Q3 2025. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

Compass Wealth Management reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 300 Parker-Hannifin shares in Q4 2025, an estimated $227K.
Compass Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Parker-Hannifin position peaked at $227K in Q3 2025.
1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.