Avidian Wealth Enterprises’s Parker-Hannifin PH Stock Holding History

Avidian Wealth Enterprises’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	$565K	Buy	631 +157	+33%	+$149K	0.02%	409
2025 Q4	$417K	Buy	474 +37	+8%	+$30.3K	0.02%	413
2025 Q3	$332K	Buy	437 +85	+24%	+$62.7K	0.01%	449
2025 Q2	$246K	Buy	+352	New	+$222K	0.01%	479
2025 Q1	–	Sell	-366	Closed	-$233K	–	541
2024 Q4	$233K	Buy	+366	New	+$242K	0.01%	454
2019 Q2	–	Sell	-3,928	Closed	-$674K	–	159
2019 Q1	$674K	Buy	+3,928	New	+$651K	0.15%	52
2018 Q4	–	Sell	-4,148	Closed	-$763K	–	115
2018 Q3	$763K	Buy	+4,148	New	+$713K	0.24%	41

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avidian Wealth Enterprises's PH Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Parker-Hannifin (PH) stake by 33% in Q1 2026, buying an estimated $149K and bringing the position to 631 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #409.

Avidian Wealth Enterprises first reported a position in PH in Q3 2018 and has held it in 7 quarters since. The position peaked at $763K in Q3 2018. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Avidian Wealth Enterprises held 631 shares of Parker-Hannifin worth $565K as of Q1 2026.
Avidian Wealth Enterprises bought 157 Parker-Hannifin shares in Q1 2026, an estimated $149K.
Parker-Hannifin made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #409 holding.
Avidian Wealth Enterprises first reported a position in Parker-Hannifin in Q3 2018 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Parker-Hannifin position peaked at $763K in Q3 2018.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.