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Avalon Trust’s Parker-Hannifin PH Stock Holding History

Avalon Trust’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 		$2.69K Hold
3
– – ﹤0.01% 433
2025
Q4 		$2.64K Sell
3
-4
-57% -$3.27K ﹤0.01% 409
2025
Q3 		$5.31K Buy
+7
New +$5.17K ﹤0.01% 435
2025
Q1 		– Sell
-15
Closed -$9.54K – 490
2024
Q4 		$9.54K Buy
+15
New +$9.93K ﹤0.01% 321

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

Avalon Trust's PH Position: Q1 2026 in Review

Avalon Trust held its Parker-Hannifin (PH) position steady in Q1 2026 at 3 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Avalon Trust first reported a position in PH in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.54K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Avalon Trust held 3 shares of Parker-Hannifin worth $2.69K as of Q1 2026.
  • Avalon Trust left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #433 holding.
  • Avalon Trust first reported a position in Parker-Hannifin in Q4 2024 and has held it in 4 quarters since.
  • Avalon Trust's Parker-Hannifin position peaked at $9.54K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.