Roble Belko & Company’s Parker-Hannifin PH Stock Holding History

Roble Belko & Company’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
2026 Q1	$67K	Buy	75 +50	+200%	+$47.3K	0.01%	190
2025 Q4	$22K	Hold	25	–	–	﹤0.01%	262
2025 Q3	$19K	Buy	25 +10	+67%	+$7.38K	﹤0.01%	236
2025 Q2	$10K	Hold	15	–	–	﹤0.01%	272
2025 Q1	$9K	Hold	15	–	–	﹤0.01%	263
2024 Q4	$10K	Hold	15	–	–	﹤0.01%	248
2024 Q3	$9K	Hold	15	–	–	﹤0.01%	242
2024 Q2	$8K	Hold	15	–	–	﹤0.01%	249
2024 Q1	$8K	Hold	15	–	–	﹤0.01%	254
2023 Q4	$7K	Buy	+15	New	+$6.24K	﹤0.01%	252
2022 Q2	–	Sell	-74	Closed	-$21K	–	367
2022 Q1	$21K	Buy	74 +68	+1,133%	+$20.5K	﹤0.01%	236
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	313
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	289
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	304
2021 Q1	$2K	Buy	+6	New	+$1.73K	﹤0.01%	292

Other funds holding PH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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