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Unique Wealth Strategies’s Parker-Hannifin PH Stock Holding History

Unique Wealth Strategies’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 		– Sell
-882
Closed -$669K – 255
2025
Q3 		$669K Sell
882
-53
-6% -$39.1K 0.26% 110
2025
Q2 		$653K Sell
935
-27
-3% -$17.1K 0.27% 92
2025
Q1 		$585K Buy
962
+45
+5% +$29.4K 0.27% 94
2024
Q4 		$583K Buy
917
+33
+4% +$21.9K 0.25% 104
2024
Q3 		$558K Sell
884
-53
-6% -$30.1K 0.24% 106
2024
Q2 		$521K Hold
937
– – 0.24% 112
2024
Q1 		$521K Sell
937
-630
-40% -$320K 0.26% 112
2023
Q4 		$722K Buy
+1,567
New +$652K 0.48% 77

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Unique Wealth Strategies's PH Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 882 shares — an estimated $669K sold.

Unique Wealth Strategies first reported a position in PH in Q4 2023 and held it in 8 quarters. The position peaked at $722K in Q4 2023. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 882 Parker-Hannifin shares in Q4 2025, an estimated $669K.
  • Unique Wealth Strategies first reported a position in Parker-Hannifin in Q4 2023 and held it in 8 quarters.
  • Unique Wealth Strategies's Parker-Hannifin position peaked at $722K in Q4 2023.
  • 1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.