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

Arkadios 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 		$4.46M Buy
4,977
+758
+18% +$717K 0.07% 285
2025
Q4 		$3.71M Buy
4,219
+1,019
+32% +$834K 0.07% 279
2025
Q3 		$2.43M Buy
3,200
+2,041
+176% +$1.51M 0.06% 346
2025
Q2 		$809K Sell
1,159
-27
-2% -$17.1K 0.02% 649
2025
Q1 		$721K Sell
1,186
-128
-10% -$83.7K 0.03% 570
2024
Q4 		$835K Sell
1,314
-149
-10% -$98.7K 0.05% 374
2024
Q3 		$925K Sell
1,463
-3
-0.2% -$1.7K 0.05% 346
2024
Q2 		$742K Buy
1,466
+14
+1% +$7.51K 0.05% 350
2024
Q1 		$807K Sell
1,452
-54
-4% -$27.4K 0.06% 282
2023
Q4 		$694K Buy
1,506
+90
+6% +$37.5K 0.06% 293
2023
Q3 		$552K Buy
1,416
+185
+15% +$74.4K 0.05% 308
2023
Q2 		$480K Buy
1,231
+41
+3% +$13.9K 0.06% 315
2023
Q1 		$400K Buy
+1,190
New +$394K 0.05% 358
2021
Q4 		– Sell
-121
Closed -$33K – 1429
2021
Q3 		$33K Hold
121
– – ﹤0.01% 1034
2021
Q2 		$37K Hold
121
– – ﹤0.01% 1035
2021
Q1 		$38K Hold
121
– – 0.01% 773
2020
Q4 		$32K Buy
+121
New +$30K 0.01% 641

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

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

Arkadios Wealth Advisors increased its Parker-Hannifin (PH) stake by 18% in Q1 2026, buying an estimated $717K and bringing the position to 4,977 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #285.

Arkadios Wealth Advisors first reported a position in PH in Q4 2020 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Arkadios Wealth Advisors held 4,977 shares of Parker-Hannifin worth $4.46M as of Q1 2026.
  • Arkadios Wealth Advisors bought 758 Parker-Hannifin shares in Q1 2026, an estimated $717K.
  • Parker-Hannifin made up 0.07% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Arkadios Wealth Advisors first reported a position in Parker-Hannifin in Q4 2020 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.