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Marshall & Sterling Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Marshall & Sterling Wealth Advisors’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
-2
Closed -$1.52K – 548
2025
Q3 		$1.52K Hold
2
– – ﹤0.01% 568
2025
Q2 		$1.4K Hold
2
– – ﹤0.01% 565
2025
Q1 		$1.22K Buy
+2
New +$1.31K ﹤0.01% 571

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's PH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 2 shares — an estimated $1.52K sold.

Marshall & Sterling Wealth Advisors first reported a position in PH in Q1 2025 and held it in 3 quarters. The position peaked at $1.52K in Q3 2025. 1,847 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 2 Parker-Hannifin shares in Q4 2025, an estimated $1.52K.
  • Marshall & Sterling Wealth Advisors first reported a position in Parker-Hannifin in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Parker-Hannifin position peaked at $1.52K in Q3 2025.
  • 1,847 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.