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Regal Investment Advisors’s Parker-Hannifin PH Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-1,125
Closed -$711K – 502
2024
Q3 		$711K Sell
1,125
-729
-39% -$414K 0.05% 292
2024
Q2 		$938K Buy
1,854
+381
+26% +$204K 0.06% 261
2024
Q1 		$818K Buy
1,473
+385
+35% +$196K 0.06% 272
2023
Q4 		$501K Buy
1,088
+1
+0.1% +$416 0.04% 323
2023
Q3 		$423K Sell
1,087
-74
-6% -$29.7K 0.04% 318
2023
Q2 		$453K Buy
1,161
+30
+3% +$10.2K 0.04% 312
2023
Q1 		$380K Sell
1,131
-64
-5% -$21.2K 0.03% 341
2022
Q4 		$348K Sell
1,195
-27
-2% -$7.73K 0.03% 350
2022
Q3 		$296K Buy
+1,222
New +$331K 0.03% 371
2014
Q4 		– Sell
-100
Closed -$11K – 983
2014
Q3 		$11K Hold
100
– – ﹤0.01% 675
2014
Q2 		$13K Hold
100
– – ﹤0.01% 623
2014
Q1 		$12K Hold
100
– – 0.01% 606
2013
Q4 		$13K Hold
100
– – 0.01% 545
2013
Q3 		$11K Hold
100
– – 0.01% 585
2013
Q2 		$10K Buy
+100
New +$9.37K 0.01% 586

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's PH Position: Q4 2024 in Review

Regal Investment Advisors sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 1,125 shares — an estimated $711K sold.

Regal Investment Advisors first reported a position in PH in Q2 2013 and held it in 15 quarters. The position peaked at $938K in Q2 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Regal Investment Advisors reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,125 Parker-Hannifin shares in Q4 2024, an estimated $711K.
  • Regal Investment Advisors first reported a position in Parker-Hannifin in Q2 2013 and held it in 15 quarters.
  • Regal Investment Advisors's Parker-Hannifin position peaked at $938K in Q2 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.