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Rise Advisors’s Parker-Hannifin PH Stock Holding History

Rise 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
Q4 		– Sell
-82
Closed -$62.4K – 1068
2025
Q3 		$62.4K Buy
82
+2
+3% +$1.48K 0.02% 218
2025
Q2 		$56K Buy
80
+4
+5% +$2.53K 0.02% 220
2025
Q1 		$46.2K Buy
76
+6
+9% +$3.92K 0.02% 239
2024
Q4 		$44.4K Buy
70
+1
+1% +$662 0.02% 260
2024
Q3 		$43.4K Buy
69
+1
+1% +$568 0.02% 268
2024
Q2 		$34.6K Hold
68
– – 0.02% 319
2024
Q1 		$37.9K Buy
+68
New +$34.5K 0.02% 297
2023
Q2 		– Sell
-21
Closed -$6.97K – 768
2023
Q1 		$6.97K Hold
21
– – 0.01% 412
2022
Q4 		$6.02K Hold
21
– – ﹤0.01% 424
2022
Q3 		$5K Buy
21
+1
+5% +$271 ﹤0.01% 440
2022
Q2 		$5K Hold
20
– – 0.01% 444
2022
Q1 		$6K Sell
20
-3
-13% -$905 0.01% 399
2021
Q4 		$7.41K Buy
+23
New +$7.11K 0.01% 357

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's PH Position: Q4 2025 in Review

Rise Advisors sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 82 shares — an estimated $62.4K sold.

Rise Advisors first reported a position in PH in Q4 2021 and held it in 13 quarters. The position peaked at $62.4K in Q3 2025. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Rise Advisors reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 82 Parker-Hannifin shares in Q4 2025, an estimated $62.4K.
  • Rise Advisors first reported a position in Parker-Hannifin in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Parker-Hannifin position peaked at $62.4K in Q3 2025.
  • 1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.