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My Legacy Advisors’s Parker-Hannifin PH Stock Holding History

My Legacy 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
Q2 		$985K Buy
1,379
+54
+4% +$34.1K 0.35% 84
2025
Q1 		$805K Sell
1,325
-20
-1% -$13.1K 0.31% 93
2024
Q4 		$883K Buy
1,345
+150
+13% +$99.3K 0.34% 81
2024
Q3 		$755K Sell
1,195
-241
-17% -$137K 0.3% 98
2024
Q2 		$726K Buy
1,436
+130
+10% +$69.7K 0.23% 117
2024
Q1 		$726K Buy
1,306
+160
+14% +$81.3K 0.24% 121
2023
Q4 		$530K Buy
1,146
+375
+49% +$156K 0.19% 145
2023
Q3 		$289K Buy
771
+142
+23% +$57.1K 0.12% 173
2023
Q2 		$251K Buy
+629
New +$213K 0.1% 193

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

My Legacy Advisors's PH Position: Q2 2025 in Review

My Legacy Advisors increased its Parker-Hannifin (PH) stake by 4.1% in Q2 2025, buying an estimated $34.1K and bringing the position to 1,379 shares worth $985K. The position accounts for 0.35% of the portfolio, ranked #84.

My Legacy Advisors first reported a position in PH in Q2 2023 and has held it in 9 quarters since. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • My Legacy Advisors held 1,379 shares of Parker-Hannifin worth $985K as of Q2 2025.
  • My Legacy Advisors bought 54 Parker-Hannifin shares in Q2 2025, an estimated $34.1K.
  • Parker-Hannifin made up 0.35% of My Legacy Advisors's portfolio in Q2 2025, its #84 holding.
  • My Legacy Advisors first reported a position in Parker-Hannifin in Q2 2023 and has held it in 9 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.