MW
PH icon

Marcum Wealth’s Parker-Hannifin PH Stock Holding History

Marcum Wealth’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
Q1 		$3.9M Sell
6,409
-62
-1% -$40.5K 0.34% 35
2024
Q4 		$4.12M Sell
6,471
-23
-0.4% -$15.2K 0.36% 33
2024
Q3 		$4.1M Sell
6,494
-42
-0.6% -$23.9K 0.38% 29
2024
Q2 		$3.31M Buy
6,536
+2,094
+47% +$1.12M 0.33% 33
2024
Q1 		$2.47M Buy
4,442
+10
+0.2% +$5.08K 0.25% 43
2023
Q4 		$2.04M Sell
4,432
-12
-0.3% -$5K 0.22% 52
2023
Q3 		$1.73M Sell
4,444
-11
-0.2% -$4.42K 0.21% 52
2023
Q2 		$1.74M Sell
4,455
-210
-5% -$71.1K 0.2% 52
2023
Q1 		$1.57M Sell
4,665
-157
-3% -$52K 0.2% 60
2022
Q4 		$1.4M Buy
4,822
+27
+0.6% +$7.73K 0.19% 62
2022
Q3 		$1.16M Sell
4,795
-6
-0.1% -$1.62K 0.18% 65
2022
Q2 		$1.18M Buy
4,801
+13
+0.3% +$3.48K 0.18% 71
2022
Q1 		$1.36M Buy
4,788
+3,326
+227% +$1M 0.19% 71
2021
Q4 		$465K Sell
1,462
-174
-11% -$53.8K 0.06% 180
2021
Q3 		$457K Buy
1,636
+50
+3% +$14.9K 0.07% 165
2021
Q2 		$487K Sell
1,586
-7
-0.4% -$2.17K 0.08% 153
2021
Q1 		$502K Buy
+1,593
New +$460K 0.08% 145

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's PH Position: Q1 2025 in Review

Marcum Wealth reduced its Parker-Hannifin (PH) stake by 0.96% in Q1 2025, selling an estimated $40.5K and leaving 6,409 shares worth $3.9M. The position accounts for 0.34% of the portfolio, ranked #35.

Marcum Wealth first reported a position in PH in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.12M in Q4 2024. 1,598 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Marcum Wealth held 6,409 shares of Parker-Hannifin worth $3.9M as of Q1 2025.
  • Marcum Wealth sold 62 Parker-Hannifin shares in Q1 2025, an estimated $40.5K.
  • Parker-Hannifin made up 0.34% of Marcum Wealth's portfolio in Q1 2025, its #35 holding.
  • Marcum Wealth first reported a position in Parker-Hannifin in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Parker-Hannifin position peaked at $4.12M in Q4 2024.
  • 1,598 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.