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

Congress 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 		$38.7M Buy
55,449
+9,096
+20% +$5.75M 0.38% 53
2025
Q1 		$28.2M Buy
46,353
+547
+1% +$358K 0.34% 69
2024
Q4 		$29.1M Buy
45,806
+18,503
+68% +$12.3M 0.4% 59
2024
Q3 		$17.3M Buy
27,303
+3,480
+15% +$1.98M 0.23% 127
2024
Q2 		$12.1M Buy
23,823
+1,261
+6% +$676K 0.19% 151
2024
Q1 		$12.5M Buy
+22,562
New +$11.5M 0.22% 141

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Parker-Hannifin (PH) stake by 20% in Q2 2025, buying an estimated $5.75M and bringing the position to 55,449 shares worth $38.7M. The position accounts for 0.38% of the portfolio, ranked #53.

Congress Wealth Management first reported a position in PH in Q1 2024 and has held it in 6 quarters since. 1,635 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Congress Wealth Management held 55,449 shares of Parker-Hannifin worth $38.7M as of Q2 2025.
  • Congress Wealth Management bought 9,096 Parker-Hannifin shares in Q2 2025, an estimated $5.75M.
  • Parker-Hannifin made up 0.38% of Congress Wealth Management's portfolio in Q2 2025, its #53 holding.
  • Congress Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and has held it in 6 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.