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Avion Wealth’s Parker-Hannifin PH Stock Holding History

Avion Wealth’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 		$41K Buy
46
+4
+10% +$3.79K 0.01% 229
2025
Q4 		$36K Buy
42
+11
+35% +$9K 0.01% 254
2025
Q3 		$23K Buy
31
+1
+3% +$738 ﹤0.01% 317
2025
Q2 		$20K Buy
30
+10
+50% +$6.32K ﹤0.01% 313
2025
Q1 		$12K Hold
20
– – ﹤0.01% 360
2024
Q4 		$12K Sell
20
-1
-5% -$662 ﹤0.01% 360
2024
Q3 		$13K Buy
21
+5
+31% +$2.84K ﹤0.01% 327
2024
Q2 		$8K Buy
16
+1
+7% +$536 ﹤0.01% 377
2024
Q1 		$9K Hold
15
– – ﹤0.01% 336
2023
Q4 		$7K Sell
15
-2
-12% -$833 ﹤0.01% 336
2023
Q3 		$5K Buy
17
+4
+31% +$1.61K ﹤0.01% 365
2023
Q2 		$4K Buy
13
+10
+333% +$3.38K ﹤0.01% 391
2023
Q1 		$0 Buy
+3
New +$993 ﹤0.01% 719
2021
Q4 		– Sell
-33
Closed -$9K – 424
2021
Q3 		$9K Hold
33
– – ﹤0.01% 243
2021
Q2 		$10K Hold
33
– – ﹤0.01% 221
2021
Q1 		$10K Hold
33
– – ﹤0.01% 218
2020
Q4 		$9K Sell
33
-11
-25% -$2.72K ﹤0.01% 238
2020
Q3 		$9K Hold
44
– – ﹤0.01% 192
2020
Q2 		$8K Hold
44
– – ﹤0.01% 181
2020
Q1 		$6K Buy
+44
New +$7.96K ﹤0.01% 195

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

Avion Wealth's PH Position: Q1 2026 in Review

Avion Wealth increased its Parker-Hannifin (PH) stake by 9.5% in Q1 2026, buying an estimated $3.79K and bringing the position to 46 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #229.

Avion Wealth first reported a position in PH in Q1 2020 and has held it in 20 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Avion Wealth held 46 shares of Parker-Hannifin worth $41K as of Q1 2026.
  • Avion Wealth bought 4 Parker-Hannifin shares in Q1 2026, an estimated $3.79K.
  • Parker-Hannifin made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #229 holding.
  • Avion Wealth first reported a position in Parker-Hannifin in Q1 2020 and has held it in 20 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.