TSWM
PH icon

Tyler-Stone Wealth Management’s Parker-Hannifin PH Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-6
Closed -$17.9K – 767
2024
Q2 		$17.9K Hold
6
– – 0.01% 541
2024
Q1 		$42.5K Sell
6
-2
-25% -$1.02K 0.02% 387
2023
Q4 		$22.6K Buy
8
+2
+33% +$833 0.01% 480
2023
Q3 		$10K Hold
6
– – 0.01% 616
2023
Q2 		$14K Buy
+6
New +$2.03K 0.01% 544
2022
Q4 		$2K Sell
2
-1
-33% -$286 ﹤0.01% 764
2022
Q3 		$2K Buy
+3
New +$812 ﹤0.01% 762
2022
Q1 		– Sell
-2
Closed -$1K – 919
2021
Q4 		$1K Buy
+2
New +$619 ﹤0.01% 883

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tyler-Stone Wealth Management's PH Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Parker-Hannifin (PH) stake by 1.4% in Q2 2025, buying an estimated $239K and bringing the position to 27,779 shares worth $19.4M. The position accounts for 3.12% of the portfolio, ranked #5.

Tyler-Stone Wealth Management first reported a position in PH in Q4 2021 and has held it in 14 quarters since. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • Tyler-Stone Wealth Management held 27,779 shares of Parker-Hannifin worth $19.4M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 378 Parker-Hannifin shares in Q2 2025, an estimated $239K.
  • Parker-Hannifin made up 3.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #5 holding.
  • Tyler-Stone Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 14 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.