WOC
PH icon

West Oak Capital’s Parker-Hannifin PH Stock Holding History

West Oak Capital’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 		$436K Sell
575
-10
-2% -$7.38K 0.17% 82
2025
Q2 		$409K Sell
585
-5
-0.8% -$3.16K 0.16% 89
2025
Q1 		$359K Sell
590
-75
-11% -$49K 0.14% 94
2024
Q4 		$423K Hold
665
– – 0.15% 87
2024
Q3 		$420K Hold
665
– – 0.08% 86
2024
Q2 		$336K Hold
665
– – 0.14% 91
2024
Q1 		$370K Buy
+665
New +$338K 0.16% 89

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Oak Capital's PH Position: Q3 2025 in Review

West Oak Capital reduced its Parker-Hannifin (PH) stake by 1.7% in Q3 2025, selling an estimated $7.38K and leaving 575 shares worth $436K. The position accounts for 0.17% of the portfolio, ranked #82.

West Oak Capital first reported a position in PH in Q1 2024 and has held it in 7 quarters since. 1,673 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • West Oak Capital held 575 shares of Parker-Hannifin worth $436K as of Q3 2025.
  • West Oak Capital sold 10 Parker-Hannifin shares in Q3 2025, an estimated $7.38K.
  • Parker-Hannifin made up 0.17% of West Oak Capital's portfolio in Q3 2025, its #82 holding.
  • West Oak Capital first reported a position in Parker-Hannifin in Q1 2024 and has held it in 7 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.