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Roberts Capital Advisors’s Parker-Hannifin PH Stock Holding History

Roberts Capital 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
-2,891
Closed -$2.02M – 87
2025
Q2 		$2.02M Hold
2,891
– – 1.49% 16
2025
Q1 		$1.76M Hold
2,891
– – 1.54% 14
2024
Q4 		$1.84M Hold
2,891
– – 1.54% 14
2024
Q3 		$1.83M Hold
2,891
– – 1.56% 12
2024
Q2 		$1.61M Hold
2,891
– – 1.54% 13
2024
Q1 		$1.61M Buy
+2,891
New +$1.47M 1.54% 13
2022
Q3 		$751K Hold
3,100
– – 1.09% 21
2022
Q2 		$763K Hold
3,100
– – 1.05% 25
2022
Q1 		$880K Hold
3,100
– – 0.91% 27
2021
Q4 		$986K Buy
+3,100
New +$959K 0.92% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Capital Advisors's PH Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 2,891 shares — an estimated $2.02M sold.

Roberts Capital Advisors first reported a position in PH in Q4 2021 and held it in 10 quarters. The position peaked at $2.02M in Q2 2025. 1,671 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,891 Parker-Hannifin shares in Q3 2025, an estimated $2.02M.
  • Roberts Capital Advisors first reported a position in Parker-Hannifin in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Parker-Hannifin position peaked at $2.02M in Q2 2025.
  • 1,671 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.