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Arete Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Arete Wealth 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 		– Sell
-2,332
Closed -$2.05M – 622
2025
Q4 		$2.05M Sell
2,332
-1,048
-31% -$858K 0.12% 174
2025
Q3 		$2.56M Buy
+3,380
New +$2.49M 0.16% 125
2025
Q1 		– Sell
-2,150
Closed -$1.37M – 791
2024
Q4 		$1.37M Buy
2,150
+214
+11% +$142K 0.1% 203
2024
Q3 		$1.21M Buy
1,936
+23
+1% +$13.1K 0.1% 194
2024
Q2 		$965K Buy
+1,913
New +$1.03M 0.08% 241
2024
Q1 		– Sell
-897
Closed -$413K – 635
2023
Q4 		$413K Sell
897
-58
-6% -$24.1K 0.03% 456
2023
Q3 		$372K Buy
+955
New +$384K 0.06% 297
2020
Q4 		– Sell
-1,392
Closed -$289K – 438
2020
Q3 		$289K Sell
1,392
-935
-40% -$184K 0.04% 297
2020
Q2 		$426K Buy
2,327
+115
+5% +$18.6K 0.07% 240
2020
Q1 		$287K Sell
2,212
-113
-5% -$20.5K 0.06% 248
2019
Q4 		$479K Buy
2,325
+8
+0.3% +$1.55K 0.08% 237
2019
Q3 		$418K Buy
2,317
+46
+2% +$7.82K 0.08% 241
2019
Q2 		$386K Hold
2,271
– – 0.07% 260
2019
Q1 		$390K Buy
+2,271
New +$377K 0.08% 250

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

Arete Wealth Advisors's PH Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 2,332 shares — an estimated $2.05M sold.

Arete Wealth Advisors first reported a position in PH in Q1 2019 and held it in 14 quarters. The position peaked at $2.56M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,332 Parker-Hannifin shares in Q1 2026, an estimated $2.05M.
  • Arete Wealth Advisors first reported a position in Parker-Hannifin in Q1 2019 and held it in 14 quarters.
  • Arete Wealth Advisors's Parker-Hannifin position peaked at $2.56M in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.