KWM
PH icon

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

Kolinsky 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
2024
Q4 		$353K Sell
555
-2
-0.4% -$1.32K 0.22% 100
2024
Q3 		$352K Sell
557
-54
-9% -$30.7K 0.23% 101
2024
Q2 		$309K Sell
611
-41
-6% -$22K 0.22% 106
2024
Q1 		$362K Sell
652
-5
-0.8% -$2.54K 0.28% 85
2023
Q4 		$303K Sell
657
-42
-6% -$17.5K 0.27% 97
2023
Q3 		$272K Sell
699
-55
-7% -$22.1K 0.27% 88
2023
Q2 		$292K Buy
754
+39
+5% +$13.2K 0.28% 87
2023
Q1 		$240K Buy
+715
New +$237K 0.25% 106
2022
Q1 		– Sell
-675
Closed -$215K – 158
2021
Q4 		$215K Buy
+675
New +$209K 0.2% 136

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return