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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kolinsky Wealth Management's PH Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Parker-Hannifin (PH) stake by 0.36% in Q4 2024, selling an estimated $1.32K and leaving 555 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #100.

Kolinsky Wealth Management first reported a position in PH in Q4 2021 and has held it in 9 quarters since. The position peaked at $362K in Q1 2024. 1,637 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Kolinsky Wealth Management held 555 shares of Parker-Hannifin worth $353K as of Q4 2024.
Kolinsky Wealth Management sold 2 Parker-Hannifin shares in Q4 2024, an estimated $1.32K.
Parker-Hannifin made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #100 holding.
Kolinsky Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 9 quarters since.
Kolinsky Wealth Management's Parker-Hannifin position peaked at $362K in Q1 2024.
1,637 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.