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Avantax Planning Partners’s Parker-Hannifin PH Stock Holding History

Avantax Planning Partners’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 		$1.81M Buy
2,027
+17
+0.8% +$16.1K 0.05% 139
2025
Q4 		$1.77M Sell
2,010
-8
-0.4% -$6.55K 0.05% 140
2025
Q3 		$1.53M Buy
2,018
+31
+2% +$22.9K 0.04% 155
2025
Q2 		$1.39M Hold
1,987
– – 0.04% 163
2025
Q1 		$1.21M Hold
1,987
– – 0.04% 170
2024
Q4 		$1.26M Hold
1,987
– – 0.05% 160
2024
Q3 		$1.26M Sell
1,987
-10
-0.5% -$5.68K 0.05% 161
2024
Q2 		$1.01M Buy
1,997
+28
+1% +$15K 0.03% 207
2024
Q1 		$1.09M Sell
1,969
-52
-3% -$26.4K 0.04% 205
2023
Q4 		$931K Buy
2,021
+47
+2% +$19.6K 0.04% 176
2023
Q3 		$769K Sell
1,974
-47
-2% -$18.9K 0.03% 185
2023
Q2 		$788K Buy
2,021
+27
+1% +$9.14K 0.03% 188
2023
Q1 		$670K Buy
1,994
+37
+2% +$12.3K 0.03% 210
2022
Q4 		$569K Sell
1,957
-2
-0.1% -$572 0.02% 225
2022
Q3 		$475K Sell
1,959
-3
-0.2% -$812 0.02% 226
2022
Q2 		$483K Sell
1,962
-79
-4% -$21.1K 0.02% 219
2022
Q1 		$579K Hold
2,041
– – 0.02% 211
2021
Q4 		$649K Buy
2,041
+82
+4% +$25.4K 0.03% 194
2021
Q3 		$548K Hold
1,959
– – 0.03% 187
2021
Q2 		$602K Buy
1,959
+50
+3% +$15.5K 0.03% 178
2021
Q1 		$602K Buy
1,909
+5
+0.3% +$1.44K 0.03% 173
2020
Q4 		$519K Hold
1,904
– – 0.03% 176
2020
Q3 		$385K Buy
+1,904
New +$375K 0.02% 208
2018
Q4 		– Sell
-104
Closed -$19K – 946
2018
Q3 		$19K Buy
+104
New +$17.9K ﹤0.01% 718
2018
Q2 		– Sell
-137
Closed -$23K – 1129
2018
Q1 		$23K Buy
+137
New +$25.9K ﹤0.01% 729

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

Avantax Planning Partners's PH Position: Q1 2026 in Review

Avantax Planning Partners increased its Parker-Hannifin (PH) stake by 0.85% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,027 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #139.

Avantax Planning Partners first reported a position in PH in Q1 2018 and has held it in 25 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Avantax Planning Partners held 2,027 shares of Parker-Hannifin worth $1.81M as of Q1 2026.
  • Avantax Planning Partners bought 17 Parker-Hannifin shares in Q1 2026, an estimated $16.1K.
  • Parker-Hannifin made up 0.05% of Avantax Planning Partners's portfolio in Q1 2026, its #139 holding.
  • Avantax Planning Partners first reported a position in Parker-Hannifin in Q1 2018 and has held it in 25 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.