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WR Wealth Planners’s Parker-Hannifin PH Stock Holding History

WR Wealth Planners’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
2024
Q4 		$26.1K Buy
41
+6
+17% +$3.97K 0.01% 420
2024
Q3 		$22.1K Buy
35
+6
+21% +$3.41K 0.01% 464
2024
Q2 		$14.7K Buy
29
+4
+16% +$2.15K ﹤0.01% 508
2024
Q1 		$13.9K Buy
+25
New +$12.7K ﹤0.01% 525
2023
Q4 		– Sell
-28
Closed -$10.9K – 662
2023
Q3 		$10.9K Hold
28
– – ﹤0.01% 540
2023
Q2 		$10.9K Sell
28
-5
-15% -$1.69K ﹤0.01% 534
2023
Q1 		$11.1K Buy
+33
New +$10.9K ﹤0.01% 524

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's PH Position: Q4 2024 in Review

WR Wealth Planners increased its Parker-Hannifin (PH) stake by 17% in Q4 2024, buying an estimated $3.97K and bringing the position to 41 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #420.

WR Wealth Planners first reported a position in PH in Q1 2023 and has held it in 7 quarters since. 1,635 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • WR Wealth Planners held 41 shares of Parker-Hannifin worth $26.1K as of Q4 2024.
  • WR Wealth Planners bought 6 Parker-Hannifin shares in Q4 2024, an estimated $3.97K.
  • Parker-Hannifin made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #420 holding.
  • WR Wealth Planners first reported a position in Parker-Hannifin in Q1 2023 and has held it in 7 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.