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Fermata Advisors’s Parker-Hannifin PH Stock Holding History

Fermata Advisors’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 		– Sell
-459
Closed -$279K – 264
2025
Q1 		$279K Sell
459
-195
-30% -$128K 0.05% 226
2024
Q4 		$416K Buy
654
+35
+6% +$23.2K 0.08% 163
2024
Q3 		$391K Buy
619
+139
+29% +$79K 0.08% 147
2024
Q2 		$243K Sell
480
-23
-5% -$12.3K 0.06% 191
2024
Q1 		$280K Buy
+503
New +$256K 0.06% 171

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fermata Advisors's PH Position: Q2 2025 in Review

Fermata Advisors sold out of Parker-Hannifin (PH) in Q2 2025, closing a stake of 459 shares — an estimated $279K sold.

Fermata Advisors first reported a position in PH in Q1 2024 and held it in 5 quarters. The position peaked at $416K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Fermata Advisors reported no remaining Parker-Hannifin position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 459 Parker-Hannifin shares in Q2 2025, an estimated $279K.
  • Fermata Advisors first reported a position in Parker-Hannifin in Q1 2024 and held it in 5 quarters.
  • Fermata Advisors's Parker-Hannifin position peaked at $416K in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.