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Orion Portfolio Solutions’s Parker-Hannifin PH Stock Holding History

Orion Portfolio Solutions’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 		$2.97M Buy
4,893
+544
+13% +$356K 0.03% 536
2024
Q4 		$2.77M Buy
4,349
+51
+1% +$33.8K 0.03% 545
2024
Q3 		$2.72M Sell
4,298
-7
-0.2% -$3.98K 0.03% 540
2024
Q2 		$2.18M Buy
4,305
+125
+3% +$67K 0.02% 613
2024
Q1 		$2.32M Sell
4,180
-243
-5% -$123K 0.02% 593
2023
Q4 		$2.03M Sell
4,423
-528
-11% -$220K 0.02% 623
2023
Q3 		$1.93M Buy
4,951
+39
+0.8% +$15.7K 0.02% 623
2023
Q2 		$1.92M Buy
4,912
+230
+5% +$77.8K 0.02% 672
2023
Q1 		$1.57M Buy
4,682
+2,771
+145% +$918K 0.02% 692
2022
Q4 		$556K Buy
1,911
+352
+23% +$101K 0.02% 467
2022
Q3 		$378K Sell
1,559
-45
-3% -$12.2K 0.02% 508
2022
Q2 		$395K Sell
1,604
-145
-8% -$38.8K 0.02% 462
2022
Q1 		$496K Buy
1,749
+226
+15% +$68.1K 0.02% 427
2021
Q4 		$484K Buy
1,523
+130
+9% +$40.2K 0.02% 434
2021
Q3 		$389K Sell
1,393
-208
-13% -$61.9K 0.01% 454
2021
Q2 		$492K Sell
1,601
-56
-3% -$17.3K 0.02% 370
2021
Q1 		$523K Buy
1,657
+54
+3% +$15.6K 0.02% 314
2020
Q4 		$437K Sell
1,603
-6
-0.4% -$1.49K 0.02% 319
2020
Q3 		$326K Sell
1,609
-273
-15% -$53.7K 0.02% 331
2020
Q2 		$345K Buy
1,882
+513
+37% +$82.8K 0.02% 293
2020
Q1 		$178K Sell
1,369
-6
-0.4% -$1.09K 0.01% 335
2019
Q4 		$283K Buy
+1,375
New +$266K 0.02% 272

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

Orion Portfolio Solutions's PH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Parker-Hannifin (PH) stake by 13% in Q1 2025, buying an estimated $356K and bringing the position to 4,893 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #536.

Orion Portfolio Solutions first reported a position in PH in Q4 2019 and has held it in 22 quarters since. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Orion Portfolio Solutions held 4,893 shares of Parker-Hannifin worth $2.97M as of Q1 2025.
  • Orion Portfolio Solutions bought 544 Parker-Hannifin shares in Q1 2025, an estimated $356K.
  • Parker-Hannifin made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #536 holding.
  • Orion Portfolio Solutions first reported a position in Parker-Hannifin in Q4 2019 and has held it in 22 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.