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Coppell Advisory Solutions’s Parker-Hannifin PH Stock Holding History

Coppell Advisory Solutions’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
-46
Closed -$29.3K – 1436
2024
Q4 		$29.3K Buy
46
+11
+31% +$7.28K ﹤0.01% 745
2024
Q3 		$22.1K Hold
35
– – ﹤0.01% 830
2024
Q2 		$17.7K Buy
+35
New +$18.8K ﹤0.01% 838
2023
Q4 		$16.1K Sell
35
-105
-75% -$43.7K ﹤0.01% 808
2023
Q3 		$40.7K Buy
140
+11
+9% +$4.42K 0.01% 392
2023
Q2 		$49.9K Buy
+129
New +$43.7K 0.01% 368
2023
Q1 		– Sell
-140
Closed -$40.7K – 817
2022
Q4 		$40.7K Buy
+140
New +$40.1K 0.01% 394

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

Coppell Advisory Solutions's PH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 46 shares — an estimated $29.3K sold.

Coppell Advisory Solutions first reported a position in PH in Q4 2022 and held it in 7 quarters. The position peaked at $49.9K in Q2 2023. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 46 Parker-Hannifin shares in Q1 2025, an estimated $29.3K.
  • Coppell Advisory Solutions first reported a position in Parker-Hannifin in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Parker-Hannifin position peaked at $49.9K in Q2 2023.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.