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Livelsberger Financial Advisory’s Parker-Hannifin PH Stock Holding History

Livelsberger Financial Advisory’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
Q4 		– Sell
-333
Closed -$252K – 5
2025
Q3 		$252K Buy
333
+1
+0.3% +$738 9.4% 4
2025
Q2 		$232K Buy
332
+1
+0.3% +$632 4.49% 6
2025
Q1 		$201K Buy
331
+1
+0.3% +$654 9.61% 5
2024
Q4 		$210K Buy
330
+1
+0.3% +$662 9.83% 5
2024
Q3 		$208K Buy
+329
New +$187K 4.36% 5
2024
Q1 		– Sell
-327
Closed -$150K – 156
2023
Q4 		$150K Buy
+327
New +$136K 0.13% 93

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Livelsberger Financial Advisory's PH Position: Q4 2025 in Review

Livelsberger Financial Advisory sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 333 shares — an estimated $252K sold.

Livelsberger Financial Advisory first reported a position in PH in Q4 2023 and held it in 6 quarters. The position peaked at $252K in Q3 2025. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Livelsberger Financial Advisory reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 333 Parker-Hannifin shares in Q4 2025, an estimated $252K.
  • Livelsberger Financial Advisory first reported a position in Parker-Hannifin in Q4 2023 and held it in 6 quarters.
  • Livelsberger Financial Advisory's Parker-Hannifin position peaked at $252K in Q3 2025.
  • 1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q4 2025.