1776 Wealth’s Parker-Hannifin PH Stock Holding History

1776 Wealth’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
2026 Q1	$618K	Hold	690	–	–	0.24%	78
2025 Q4	$606K	Sell	690 -14	-2%	-$11.5K	0.23%	75
2025 Q3	$534K	Buy	+704	New	+$519K	0.21%	80
2023 Q2	–	Sell	-1,167	Closed	-$392K	–	145
2023 Q1	$392K	Hold	1,167	–	–	0.24%	75
2022 Q4	$340K	Buy	1,167 +37	+3%	+$10.6K	0.24%	85
2022 Q3	$273K	Hold	1,130	–	–	0.21%	86
2022 Q2	$279K	Hold	1,130	–	–	0.2%	94
2022 Q1	$305K	Sell	1,130 -3	-0.3%	-$905	0.18%	95
2021 Q4	$361K	Sell	1,133 -39	-3%	-$12.1K	0.19%	88
2021 Q3	$327K	Sell	1,172 -209	-15%	-$62.2K	0.19%	86
2021 Q2	$424K	Hold	1,381	–	–	0.24%	68
2021 Q1	$418K	Sell	1,381 -32	-2%	-$9.24K	0.26%	60
2020 Q4	$385K	Buy	1,413 +69	+5%	+$17.1K	0.24%	70
2020 Q3	$272K	Sell	1,344 -36	-3%	-$7.08K	0.2%	77
2020 Q2	$252K	Sell	1,380 -1,260	-48%	-$203K	0.17%	86
2020 Q1	$446K	Buy	2,640 +1,415	+116%	+$256K	0.19%	85
2019 Q4	$263K	Buy	+1,225	New	+$237K	0.22%	80

Other funds holding PH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

1776 Wealth's PH Position: Q1 2026 in Review

1776 Wealth held its Parker-Hannifin (PH) position steady in Q1 2026 at 690 shares worth $618K. The position accounts for 0.24% of the portfolio, ranked #78.

1776 Wealth first reported a position in PH in Q4 2019 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

1776 Wealth held 690 shares of Parker-Hannifin worth $618K as of Q1 2026.
1776 Wealth left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.24% of 1776 Wealth's portfolio in Q1 2026, its #78 holding.
1776 Wealth first reported a position in Parker-Hannifin in Q4 2019 and has held it in 17 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.