Sheaff Brock Investment Advisors’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$8.91M Sell
14,657
-385
-3% -$252K 0.82% 24
2024
Q4
$9.57M Sell
15,042
-1,067
-7% -$707K 0.83% 26
2024
Q3
$10.2M Sell
16,109
-579
-3% -$329K 0.89% 22
2024
Q2
$8.44M Sell
16,688
-1,244
-7% -$667K 0.78% 27
2024
Q1
$9.97M Sell
17,932
-1,181
-6% -$600K 0.63% 25
2023
Q4
$8.81M Sell
19,113
-477
-2% -$199K 0.68% 30
2023
Q3
$7.63M Sell
19,590
-528
-3% -$212K 0.69% 32
2023
Q2
$7.85M Sell
20,118
-1,280
-6% -$433K 0.66% 32
2023
Q1
$7.19M Buy
21,398
+90
+0.4% +$29.8K 0.66% 33
2022
Q4
$6.2M Buy
21,308
+200
+0.9% +$57.2K 0.61% 44
2022
Q3
$5.12M Sell
21,108
-138
-0.6% -$37.3K 0.55% 46
2022
Q2
$5.23M Buy
21,246
+29
+0.1% +$7.76K 0.44% 47
2022
Q1
$6.02M Sell
21,217
-72
-0.3% -$21.7K 0.42% 50
2021
Q4
$6.77M Buy
21,289
+568
+3% +$176K 0.45% 42
2021
Q3
$5.79M Buy
20,721
+58
+0.3% +$17.3K 0.43% 48
2021
Q2
$6.35M Buy
20,663
+310
+2% +$96K 0.46% 39
2021
Q1
$6.42M Sell
20,353
-3,354
-14% -$968K 0.51% 34
2020
Q4
$6.46M Sell
23,707
-582
-2% -$144K 0.54% 35
2020
Q3
$4.92M Sell
24,289
-624
-3% -$123K 0.45% 44
2020
Q2
$4.57M Buy
24,913
+23,272
+1,418% +$3.75M 0.45% 41
2020
Q1
$213K Hold
1,641
0.03% 327
2019
Q4
$338K Sell
1,641
-3,100
-65% -$601K 0.03% 318
2019
Q3
$856K Sell
4,741
-84
-2% -$14.3K 0.09% 155
2019
Q2
$820K Sell
4,825
-600
-11% -$103K 0.09% 167
2019
Q1
$931K Sell
5,425
-200
-4% -$33.2K 0.11% 152
2018
Q4
$839K Sell
5,625
-200
-3% -$32.4K 0.13% 144
2018
Q3
$1.07M Buy
5,825
+4,300
+282% +$739K 0.1% 145
2018
Q2
$238K Hold
1,525
0.02% 413
2018
Q1
$261K Hold
1,525
0.03% 393
2017
Q4
$304K Hold
1,525
0.04% 348
2017
Q3
$267K Hold
1,525
0.04% 390
2017
Q2
$244K Hold
1,525
0.03% 446
2017
Q1
$244K Sell
1,525
-600
-28% -$91.1K 0.03% 458
2016
Q4
$298K Buy
2,125
+400
+23% +$53.2K 0.04% 405
2016
Q3
$217K Buy
+1,725
New +$206K 0.03% 446

Other funds holding PH

Sheaff Brock Investment Advisors's PH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Parker-Hannifin (PH) stake by 2.6% in Q1 2025, selling an estimated $252K and leaving 14,657 shares worth $8.91M. The position accounts for 0.82% of the portfolio, ranked #24.

Sheaff Brock Investment Advisors first reported a position in PH in Q3 2016 and has held it in 35 quarters since. The position peaked at $10.2M in Q3 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Sheaff Brock Investment Advisors held 14,657 shares of Parker-Hannifin worth $8.91M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 385 Parker-Hannifin shares in Q1 2025, an estimated $252K.
  • Parker-Hannifin made up 0.82% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #24 holding.
  • Sheaff Brock Investment Advisors first reported a position in Parker-Hannifin in Q3 2016 and has held it in 35 quarters since.
  • Sheaff Brock Investment Advisors's Parker-Hannifin position peaked at $10.2M in Q3 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.