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Wingate Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Wingate Wealth Advisors’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
-5
Closed -$3.18K – 325
2024
Q4 		$3.18K Buy
+5
New +$3.31K ﹤0.01% 409

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

Wingate Wealth Advisors's PH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 5 shares — an estimated $3.18K sold.

Wingate Wealth Advisors first reported a position in PH in Q4 2024 and held it in 1 quarter. The position peaked at $3.18K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 5 Parker-Hannifin shares in Q1 2025, an estimated $3.18K.
  • Wingate Wealth Advisors first reported a position in Parker-Hannifin in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Parker-Hannifin position peaked at $3.18K in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.