Addison Advisors’s Parker-Hannifin PH Stock Holding History

Addison 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
2026 Q1	$67.1K	Buy	75 +3	+4%	+$2.84K	0.01%	377
2025 Q4	$63.3K	Sell	72 -3	-4%	-$2.46K	0.01%	379
2025 Q3	$56.9K	Sell	75 -3	-4%	-$2.21K	0.01%	400
2025 Q2	$54.5K	Buy	78 +19	+32%	+$12K	0.01%	404
2025 Q1	$35.9K	Hold	59	–	–	0.01%	413
2024 Q4	$37.5K	Sell	59 -4	-6%	-$2.65K	0.01%	415
2024 Q3	$39.8K	Buy	63 +14	+29%	+$7.95K	0.01%	423
2024 Q2	$24.8K	Buy	+49	New	+$26.3K	0.01%	461
2023 Q1	–	Sell	-7	Closed	-$2.04K	–	747
2022 Q4	$2.04K	Buy	7 +3	+75%	+$859	﹤0.01%	558
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	640
2022 Q2	$1K	Sell	4 -1	-20%	-$268	﹤0.01%	635
2022 Q1	$1K	Sell	5 -2	-29%	-$603	﹤0.01%	662
2021 Q4	$2K	Buy	+7	New	+$2.17K	﹤0.01%	543

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

Addison Advisors's PH Position: Q1 2026 in Review

Addison Advisors increased its Parker-Hannifin (PH) stake by 4.2% in Q1 2026, buying an estimated $2.84K and bringing the position to 75 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #377.

Addison Advisors first reported a position in PH in Q4 2021 and has held it in 13 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Addison Advisors held 75 shares of Parker-Hannifin worth $67.1K as of Q1 2026.
Addison Advisors bought 3 Parker-Hannifin shares in Q1 2026, an estimated $2.84K.
Parker-Hannifin made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #377 holding.
Addison Advisors first reported a position in Parker-Hannifin in Q4 2021 and has held it in 13 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.