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Alteri Wealth’s Parker-Hannifin PH Stock Holding History

Alteri 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 		$1.29M Sell
1,439
-102
-7% -$96.5K 0.42% 48
2025
Q4 		$1.35M Buy
1,541
+22
+1% +$18K 0.44% 45
2025
Q3 		$1.15M Sell
1,519
-51
-3% -$37.6K 0.4% 56
2025
Q2 		$1.1M Sell
1,570
-275
-15% -$174K 0.43% 51
2025
Q1 		$1.12M Buy
1,845
+267
+17% +$175K 0.49% 48
2024
Q4 		$1M Buy
+1,578
New +$1.04M 0.28% 51

Other funds holding PH

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alteri Wealth's PH Position: Q1 2026 in Review

Alteri Wealth reduced its Parker-Hannifin (PH) stake by 6.6% in Q1 2026, selling an estimated $96.5K and leaving 1,439 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #48.

Alteri Wealth first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Alteri Wealth held 1,439 shares of Parker-Hannifin worth $1.29M as of Q1 2026.
  • Alteri Wealth sold 102 Parker-Hannifin shares in Q1 2026, an estimated $96.5K.
  • Parker-Hannifin made up 0.42% of Alteri Wealth's portfolio in Q1 2026, its #48 holding.
  • Alteri Wealth first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Parker-Hannifin position peaked at $1.35M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.