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

FFT 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 Q1	–	Sell	-1,150	Closed	-$732K	–	173
2024 Q4	$732K	Buy	1,150 +15	+1%	+$9.93K	0.06%	73
2024 Q3	$717K	Buy	1,135 +40	+4%	+$22.7K	0.05%	68
2024 Q2	$554K	Buy	1,095 +13	+1%	+$6.97K	0.05%	67
2024 Q1	$601K	Buy	1,082 +135	+14%	+$68.6K	0.05%	69
2023 Q4	$436K	Buy	947 +40	+4%	+$16.7K	0.04%	65
2023 Q3	$353K	Hold	907	–	–	0.05%	54
2023 Q2	$354K	Sell	907 -27	-3%	-$9.14K	0.04%	57
2023 Q1	$314K	Buy	934 +18	+2%	+$5.96K	0.04%	66
2022 Q4	$267K	Hold	916	–	–	0.03%	72
2022 Q3	$222K	Buy	+916	New	+$248K	0.03%	75
2021 Q3	–	Sell	-618	Closed	-$190K	–	202
2021 Q2	$190K	Buy	+618	New	+$191K	0.04%	67

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return