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Waldron Private Wealth’s Parker-Hannifin PH Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-802
Closed -$510K – 391
2024
Q4 		$510K Buy
802
+5
+0.6% +$3.31K 0.02% 250
2024
Q3 		$504K Buy
797
+22
+3% +$12.5K 0.02% 245
2024
Q2 		$392K Sell
775
-8
-1% -$4.29K 0.02% 269
2024
Q1 		$435K Buy
783
+5
+0.6% +$2.54K 0.02% 257
2023
Q4 		$358K Buy
778
+65
+9% +$27.1K 0.02% 286
2023
Q3 		$278K Buy
713
+24
+3% +$9.65K 0.01% 300
2023
Q2 		$269K Sell
689
-9
-1% -$3.05K 0.01% 307
2023
Q1 		$235K Buy
+698
New +$231K 0.01% 365
2022
Q2 		– Sell
-978
Closed -$277K – 400
2022
Q1 		$277K Buy
+978
New +$295K 0.01% 332

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's PH Position: Q1 2025 in Review

Waldron Private Wealth sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 802 shares — an estimated $510K sold.

Waldron Private Wealth first reported a position in PH in Q1 2022 and held it in 9 quarters. The position peaked at $510K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Waldron Private Wealth reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 802 Parker-Hannifin shares in Q1 2025, an estimated $510K.
  • Waldron Private Wealth first reported a position in Parker-Hannifin in Q1 2022 and held it in 9 quarters.
  • Waldron Private Wealth's Parker-Hannifin position peaked at $510K in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.