Wells Trecaso Financial Group’s Parker-Hannifin PH Stock Holding History

Wells Trecaso Financial 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 Q3	$375K	Sell	495 -253	-34%	-$187K	0.18%	62
2025 Q2	$522K	Buy	748 +1	+0.1%	+$632	0.16%	59
2025 Q1	$454K	Buy	747 +1	+0.1%	+$654	0.15%	63
2024 Q4	$475K	Sell	746 -12	-2%	-$7.95K	0.16%	61
2024 Q3	$479K	Buy	758 +11	+1%	+$6.25K	0.16%	62
2024 Q2	$378K	Hold	747	–	–	0.13%	68
2024 Q1	$415K	Sell	747 -71	-9%	-$36.1K	0.15%	66
2023 Q4	$377K	Sell	818 -2	-0.2%	-$833	0.15%	65
2023 Q3	$319K	Hold	820	–	–	0.14%	67
2023 Q2	$320K	Hold	820	–	–	0.14%	69
2023 Q1	$276K	Hold	820	–	–	0.13%	73
2022 Q4	$239K	Buy	+820	New	+$235K	0.12%	72
2022 Q3	–	Sell	-820	Closed	-$202K	–	80
2022 Q2	$202K	Hold	820	–	–	0.1%	76
2022 Q1	$233K	Buy	+820	New	+$247K	0.1%	76

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Trecaso Financial Group's PH Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Parker-Hannifin (PH) stake by 34% in Q3 2025, selling an estimated $187K and leaving 495 shares worth $375K. The position accounts for 0.18% of the portfolio, ranked #62.

Wells Trecaso Financial Group first reported a position in PH in Q1 2022 and has held it in 14 quarters since. The position peaked at $522K in Q2 2025. 1,672 funds tracked by Wall St. Rank hold PH as of Q3 2025.

Wells Trecaso Financial Group held 495 shares of Parker-Hannifin worth $375K as of Q3 2025.
Wells Trecaso Financial Group sold 253 Parker-Hannifin shares in Q3 2025, an estimated $187K.
Parker-Hannifin made up 0.18% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #62 holding.
Wells Trecaso Financial Group first reported a position in Parker-Hannifin in Q1 2022 and has held it in 14 quarters since.
Wells Trecaso Financial Group's Parker-Hannifin position peaked at $522K in Q2 2025.
1,672 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.