IBEX Wealth Advisors’s Parker-Hannifin PH Stock Holding History

IBEX 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 Q2	–	Sell	-6,628	Closed	-$4.03M	–	203
2025 Q1	$4.03M	Sell	6,628 -4,997	-43%	-$3.27M	0.53%	64
2024 Q4	$7.39M	Buy	+11,625	New	+$7.7M	0.87%	32
2024 Q3	–	Sell	-10,916	Closed	-$5.52M	–	226
2024 Q2	$5.52M	Buy	+10,916	New	+$5.85M	0.86%	35
2024 Q1	–	Sell	-9	Closed	-$3.99K	–	145
2023 Q4	$3.99K	Sell	9 -8,161	-100%	-$3.4M	0.87%	44
2023 Q3	$3.18M	Buy	+8,170	New	+$3.28M	0.81%	43
2021 Q4	–	Sell	-172	Closed	-$48K	–	360
2021 Q3	$48K	Buy	+172	New	+$51.2K	0.01%	278
2019 Q3	–	Sell	-163	Closed	-$27K	–	307
2019 Q2	$27K	Buy	+163	New	+$28.1K	0.01%	262
2017 Q1	–	Sell	-225	Closed	-$32K	–	297
2016 Q4	$32K	Buy	+225	New	+$29.9K	0.02%	193

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IBEX Wealth Advisors's PH Position: Q2 2025 in Review

IBEX Wealth Advisors sold out of Parker-Hannifin (PH) in Q2 2025, closing a stake of 6,628 shares — an estimated $4.03M sold.

IBEX Wealth Advisors first reported a position in PH in Q4 2016 and held it in 8 quarters. The position peaked at $7.39M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

IBEX Wealth Advisors reported no remaining Parker-Hannifin position as of Q2 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 6,628 Parker-Hannifin shares in Q2 2025, an estimated $4.03M.
IBEX Wealth Advisors first reported a position in Parker-Hannifin in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's Parker-Hannifin position peaked at $7.39M in Q4 2024.
1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on IBEX Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.