Heck Capital Advisors’s Parker-Hannifin PH Stock Holding History

Heck Capital 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 Q1	–	Sell	-5	Closed	-$3.18K	–	633
2024 Q4	$3.18K	Buy	+5	New	+$3.31K	﹤0.01%	603

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's PH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 5 shares — an estimated $3.18K sold.

Heck Capital Advisors first reported a position in PH in Q4 2024 and held it in 1 quarter. The position peaked at $3.18K in Q4 2024. 1,600 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Heck Capital Advisors reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Parker-Hannifin shares in Q1 2025, an estimated $3.18K.
Heck Capital Advisors first reported a position in Parker-Hannifin in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Parker-Hannifin position peaked at $3.18K in Q4 2024.
1,600 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.