BWP
PH icon

Balboa Wealth Partners’s Parker-Hannifin PH Stock Holding History

Balboa Wealth 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 		$1.27M Buy
1,413
+70
+5% +$66.3K 0.21% 87
2025
Q4 		$1.18M Sell
1,343
-48
-3% -$39.3K 0.2% 80
2025
Q3 		$1.05M Sell
1,391
-25
-2% -$18.4K 0.18% 85
2025
Q2 		$989K Sell
1,416
-9
-0.6% -$5.69K 0.2% 93
2025
Q1 		$866K Sell
1,425
-47
-3% -$30.7K 0.21% 87
2024
Q4 		$936K Buy
1,472
+44
+3% +$29.1K 0.21% 82
2024
Q3 		$902K Buy
1,428
+574
+67% +$326K 0.22% 88
2024
Q2 		$432K Buy
854
+188
+28% +$101K 0.11% 145
2024
Q1 		$370K Buy
+666
New +$338K 0.11% 141

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

Balboa Wealth Partners's PH Position: Q1 2026 in Review

Balboa Wealth Partners increased its Parker-Hannifin (PH) stake by 5.2% in Q1 2026, buying an estimated $66.3K and bringing the position to 1,413 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #87.

Balboa Wealth Partners first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Balboa Wealth Partners held 1,413 shares of Parker-Hannifin worth $1.27M as of Q1 2026.
  • Balboa Wealth Partners bought 70 Parker-Hannifin shares in Q1 2026, an estimated $66.3K.
  • Parker-Hannifin made up 0.21% of Balboa Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Balboa Wealth Partners first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.