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Legacy Investment Solutions’s Parker-Hannifin PH Stock Holding History

Legacy Investment Solutions’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 		$176K Buy
+252
New +$159K 0.09% 77
2024
Q4 		$172K Hold
252
– – 0.11% 73
2024
Q3 		$178K Buy
+252
New +$143K 0.1% 66

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Investment Solutions's PH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Parker-Hannifin (PH) in Q2 2025: 252 shares worth $176K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PH in Q3 2024 and has held it in 3 quarters since. The position peaked at $178K in Q3 2024. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Legacy Investment Solutions held 252 shares of Parker-Hannifin worth $176K as of Q2 2025.
  • Parker-Hannifin was a new Legacy Investment Solutions position in Q2 2025.
  • Parker-Hannifin made up 0.09% of Legacy Investment Solutions's portfolio in Q2 2025, its #77 holding.
  • Legacy Investment Solutions first reported a position in Parker-Hannifin in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Parker-Hannifin position peaked at $178K in Q3 2024.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.