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Pacific Capital Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Pacific Capital 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
Q1 		– Sell
-42
Closed -$26.7K – 296
2024
Q4 		$26.7K Sell
42
-3
-7% -$1.99K ﹤0.01% 197
2024
Q3 		$28.4K Buy
45
+3
+7% +$1.7K ﹤0.01% 200
2024
Q2 		$21.2K Buy
42
+26
+163% +$13.9K ﹤0.01% 228
2024
Q1 		$8.89K Buy
+16
New +$8.13K ﹤0.01% 240

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

Pacific Capital Wealth Advisors's PH Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 42 shares — an estimated $26.7K sold.

Pacific Capital Wealth Advisors first reported a position in PH in Q1 2024 and held it in 4 quarters. The position peaked at $28.4K in Q3 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 42 Parker-Hannifin shares in Q1 2025, an estimated $26.7K.
  • Pacific Capital Wealth Advisors first reported a position in Parker-Hannifin in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Parker-Hannifin position peaked at $28.4K in Q3 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.