Old Port Advisors’s Parker-Hannifin PH Stock Holding History

Old Port 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 Q1	–	Sell	-320	Closed	-$204K	–	235
2024 Q4	$204K	Sell	320 -10	-3%	-$6.62K	0.06%	222
2024 Q3	$209K	Buy	+330	New	+$187K	0.06%	231

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Port Advisors's PH Position: Q1 2025 in Review

Old Port Advisors sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 320 shares — an estimated $204K sold.

Old Port Advisors first reported a position in PH in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Old Port Advisors reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
Old Port Advisors sold 320 Parker-Hannifin shares in Q1 2025, an estimated $204K.
Old Port Advisors first reported a position in Parker-Hannifin in Q3 2024 and held it in 2 quarters.
Old Port Advisors's Parker-Hannifin position peaked at $209K in Q3 2024.
1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Old Port Advisors's 13F filing for Q1 2025, filed 6 May 2025.