Wolf Group Capital Advisors’s Parker-Hannifin PH Stock Holding History

Wolf Group Capital 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	$2.39M	Sell	3,938 -1,248	-24%	-$816K	0.8%	35
2024 Q4	$2.02M	Hold	5,186	–	–	0.98%	35
2024 Q3	$2.02M	Buy	5,186 +961	+23%	+$546K	0.96%	36
2024 Q2	$2.14M	Sell	4,225 -961	-19%	-$515K	0.84%	40
2024 Q1	$2.02M	Hold	5,186	–	–	0.96%	36
2023 Q4	$2.02M	Buy	5,186 +266	+5%	+$111K	0.96%	36
2023 Q3	$1.92M	Sell	4,920 -351	-7%	-$141K	0.91%	41
2023 Q2	$1.72M	Sell	5,271 -64	-1%	-$21.7K	0.86%	40
2023 Q1	$1.79M	Sell	5,335 -132	-2%	-$43.7K	0.89%	39
2022 Q4	$1.59M	Buy	+5,467	New	+$1.56M	0.75%	52

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's PH Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Parker-Hannifin (PH) stake by 24% in Q1 2025, selling an estimated $816K and leaving 3,938 shares worth $2.39M. The position accounts for 0.8% of the portfolio, ranked #35.

Wolf Group Capital Advisors first reported a position in PH in Q4 2022 and has held it in 10 quarters since. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Wolf Group Capital Advisors held 3,938 shares of Parker-Hannifin worth $2.39M as of Q1 2025.
Wolf Group Capital Advisors sold 1,248 Parker-Hannifin shares in Q1 2025, an estimated $816K.
Parker-Hannifin made up 0.8% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #35 holding.
Wolf Group Capital Advisors first reported a position in Parker-Hannifin in Q4 2022 and has held it in 10 quarters since.
1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.