AWM
PH icon

Aprio Wealth Management’s Parker-Hannifin PH Stock Holding History

Aprio Wealth Management’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 		$1.17M Buy
1,303
+235
+22% +$222K 0.06% 179
2025
Q4 		$1.13M Buy
1,068
+67
+7% +$54.8K 0.07% 177
2025
Q3 		$759K Sell
1,001
-19
-2% -$14K 0.08% 156
2025
Q2 		$713K Sell
1,020
-477
-32% -$301K 0.08% 143
2025
Q1 		$910K Buy
1,497
+498
+50% +$326K 0.11% 115
2024
Q4 		$636K Buy
999
+402
+67% +$266K 0.09% 119
2024
Q3 		$377K Buy
597
+100
+20% +$56.8K 0.06% 156
2024
Q2 		$251K Buy
497
+84
+20% +$45K 0.05% 199
2024
Q1 		$230K Buy
+413
New +$210K 0.05% 196

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

Aprio Wealth Management's PH Position: Q1 2026 in Review

Aprio Wealth Management increased its Parker-Hannifin (PH) stake by 22% in Q1 2026, buying an estimated $222K and bringing the position to 1,303 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #179.

Aprio Wealth Management first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Aprio Wealth Management held 1,303 shares of Parker-Hannifin worth $1.17M as of Q1 2026.
  • Aprio Wealth Management bought 235 Parker-Hannifin shares in Q1 2026, an estimated $222K.
  • Parker-Hannifin made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Aprio Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.