Resurgent Financial Advisors’s Parker-Hannifin PH Stock Holding History

Resurgent Financial 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 Q3	–	Sell	-393	Closed	-$274K	–	216
2025 Q2	$274K	Sell	393 -1	-0.3%	-$632	0.15%	152
2025 Q1	$239K	Buy	394 +16	+4%	+$10.5K	0.14%	159
2024 Q4	$240K	Hold	378	–	–	0.14%	155
2024 Q3	$239K	Buy	+378	New	+$215K	0.14%	155
2024 Q1	–	Sell	-331	Closed	-$152K	–	401
2023 Q4	$152K	Buy	331 +90	+37%	+$37.5K	0.09%	192
2023 Q3	$93.9K	Sell	241 -31	-11%	-$12.5K	0.06%	234
2023 Q2	$106K	Buy	272 +75	+38%	+$25.4K	0.07%	226
2023 Q1	$66.2K	Buy	+197	New	+$65.2K	0.04%	291

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Resurgent Financial Advisors's PH Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 393 shares — an estimated $274K sold.

Resurgent Financial Advisors first reported a position in PH in Q1 2023 and held it in 8 quarters. The position peaked at $274K in Q2 2025. 1,671 funds tracked by Wall St. Rank hold PH as of Q3 2025.

Resurgent Financial Advisors reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 393 Parker-Hannifin shares in Q3 2025, an estimated $274K.
Resurgent Financial Advisors first reported a position in Parker-Hannifin in Q1 2023 and held it in 8 quarters.
Resurgent Financial Advisors's Parker-Hannifin position peaked at $274K in Q2 2025.
1,671 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.