HWA
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Heartwood Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-9
Closed -$6.82K – 491
2025
Q3 		$6.82K Buy
+9
New +$6.64K ﹤0.01% 403

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's PH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 9 shares — an estimated $6.82K sold.

Heartwood Wealth Advisors first reported a position in PH in Q3 2025 and held it in 1 quarter. The position peaked at $6.82K in Q3 2025. 1,847 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Parker-Hannifin shares in Q4 2025, an estimated $6.82K.
  • Heartwood Wealth Advisors first reported a position in Parker-Hannifin in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Parker-Hannifin position peaked at $6.82K in Q3 2025.
  • 1,847 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.