Mark Sheptoff Financial Planning’s Parker-Hannifin PH Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-10	Closed	-$6.99K	–	525
2025 Q2	$6.99K	Buy	+10	New	+$6.32K	﹤0.01%	369
2022 Q2	–	Sell	-31	Closed	-$9K	–	419
2022 Q1	$9K	Hold	31	–	–	﹤0.01%	305
2021 Q4	$10K	Hold	31	–	–	﹤0.01%	321
2021 Q3	$9K	Hold	31	–	–	0.01%	313
2021 Q2	$10K	Hold	31	–	–	0.01%	327
2021 Q1	$10K	Hold	31	–	–	0.01%	288
2020 Q4	$8K	Hold	31	–	–	﹤0.01%	282
2020 Q3	$6K	Hold	31	–	–	﹤0.01%	261
2020 Q2	$6K	Hold	31	–	–	﹤0.01%	289
2020 Q1	$4K	Hold	31	–	–	﹤0.01%	286
2019 Q4	$6K	Hold	31	–	–	﹤0.01%	310
2019 Q3	$6K	Hold	31	–	–	﹤0.01%	299
2019 Q2	$5K	Hold	31	–	–	﹤0.01%	293
2019 Q1	$5K	Hold	31	–	–	﹤0.01%	299
2018 Q4	$5K	Hold	31	–	–	﹤0.01%	281
2018 Q3	$6K	Hold	31	–	–	﹤0.01%	319
2018 Q2	$5K	Hold	31	–	–	﹤0.01%	320
2018 Q1	$5K	Hold	31	–	–	﹤0.01%	330
2017 Q4	$6K	Hold	31	–	–	﹤0.01%	315
2017 Q3	$5K	Hold	31	–	–	﹤0.01%	322
2017 Q2	$5K	Sell	31 -1	-3%	-$158	﹤0.01%	308
2017 Q1	$5K	Buy	32 +1	+3%	+$152	﹤0.01%	308
2016 Q4	$4K	Hold	31	–	–	﹤0.01%	306
2016 Q3	$4K	Hold	31	–	–	﹤0.01%	306
2016 Q2	$3K	Buy	+31	New	+$3.48K	﹤0.01%	309
2016 Q1	–	Sell	-6	Closed	-$1K	–	390
2015 Q4	$1K	Hold	6	–	–	﹤0.01%	363
2015 Q3	$1K	Hold	6	–	–	﹤0.01%	380
2015 Q2	$1K	Buy	+6	New	+$725	﹤0.01%	368

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's PH Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 10 shares — an estimated $6.99K sold.

Mark Sheptoff Financial Planning first reported a position in PH in Q2 2015 and held it in 28 quarters. The position peaked at $10K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold PH as of Q3 2025.

Mark Sheptoff Financial Planning reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 10 Parker-Hannifin shares in Q3 2025, an estimated $6.99K.
Mark Sheptoff Financial Planning first reported a position in Parker-Hannifin in Q2 2015 and held it in 28 quarters.
Mark Sheptoff Financial Planning's Parker-Hannifin position peaked at $10K in Q4 2021.
1,673 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.