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Financial Advocates Investment Management’s Parker-Hannifin PH Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,343
Closed -$938K – 431
2025
Q2 		$938K Sell
1,343
-3,689
-73% -$2.33M 0.08% 237
2025
Q1 		$3.06M Buy
5,032
+862
+21% +$564K 0.21% 110
2024
Q4 		$2.65M Buy
4,170
+193
+5% +$128K 0.15% 148
2024
Q3 		$2.51M Buy
3,977
+504
+15% +$286K 0.14% 156
2024
Q2 		$1.76M Buy
3,473
+2,068
+147% +$1.11M 0.11% 184
2024
Q1 		$781K Buy
1,405
+522
+59% +$265K 0.05% 359
2023
Q4 		$407K Sell
883
-104
-11% -$43.3K 0.03% 473
2023
Q3 		$384K Buy
987
+71
+8% +$28.5K 0.03% 473
2023
Q2 		$357K Sell
916
-38
-4% -$12.9K 0.03% 475
2023
Q1 		$321K Buy
954
+258
+37% +$85.4K 0.02% 534
2022
Q4 		$202K Buy
+696
New +$199K 0.02% 689
2022
Q2 		– Sell
-801
Closed -$228K – 763
2022
Q1 		$228K Sell
801
-400
-33% -$121K 0.02% 654
2021
Q4 		$382K Buy
1,201
+1
+0.1% +$309 0.02% 563
2021
Q3 		$335K Sell
1,200
-22,951
-95% -$6.83M 0.02% 584
2021
Q2 		$397K Buy
24,151
+22,243
+1,166% +$6.89M 0.03% 536
2021
Q1 		$602K Buy
1,908
+10
+0.5% +$2.89K 0.04% 435
2020
Q4 		$517K Buy
1,898
+268
+16% +$66.4K 0.04% 443
2020
Q3 		$330K Buy
+1,630
New +$321K 0.03% 460

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 $3.37T AUM 44.26% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's PH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 1,343 shares — an estimated $938K sold.

Financial Advocates Investment Management first reported a position in PH in Q3 2020 and held it in 18 quarters. The position peaked at $3.06M in Q1 2025. 1,672 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,343 Parker-Hannifin shares in Q3 2025, an estimated $938K.
  • Financial Advocates Investment Management first reported a position in Parker-Hannifin in Q3 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's Parker-Hannifin position peaked at $3.06M in Q1 2025.
  • 1,672 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.