SageView Advisory Group’s Parker-Hannifin PH Stock Holding History

SageView Advisory Group’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	$721K	Sell	820 -1,195	-59%	-$978K	0.02%	301
2025 Q3	$1.53M	Sell	2,015 -267	-12%	-$197K	0.05%	199
2025 Q2	$1.69M	Hold	2,282	–	–	0.06%	162
2025 Q1	$1.39M	Sell	2,282 -41	-2%	-$26.8K	0.06%	184
2024 Q4	$1.48M	Buy	2,323 +254	+12%	+$168K	0.06%	164
2024 Q3	$1.31M	Sell	2,069 -34	-2%	-$19.3K	0.07%	158
2024 Q2	$1.06M	Buy	+2,103	New	+$1.13M	0.05%	210
2024 Q1	–	Sell	-1,989	Closed	-$950K	–	723
2023 Q4	$950K	Buy	1,989 +479	+32%	+$199K	0.04%	265
2023 Q3	$588K	Buy	1,510 +788	+109%	+$317K	0.03%	306
2023 Q2	$282K	Buy	722 +110	+18%	+$37.2K	0.02%	458
2023 Q1	$206K	Buy	+612	New	+$203K	0.01%	451

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's PH Position: Q4 2025 in Review

SageView Advisory Group reduced its Parker-Hannifin (PH) stake by 59% in Q4 2025, selling an estimated $978K and leaving 820 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #301.

SageView Advisory Group first reported a position in PH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2025. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

SageView Advisory Group held 820 shares of Parker-Hannifin worth $721K as of Q4 2025.
SageView Advisory Group sold 1,195 Parker-Hannifin shares in Q4 2025, an estimated $978K.
Parker-Hannifin made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #301 holding.
SageView Advisory Group first reported a position in Parker-Hannifin in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's Parker-Hannifin position peaked at $1.69M in Q2 2025.
1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.