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Bartlett & Co Wealth Management’s Parker-Hannifin PH Stock Holding History

Bartlett & Co Wealth Management’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 		$2.51M Sell
2,893
-58
-2% -$54.9K 0.03% 190
2025
Q4 		$2.59M Sell
2,951
-70
-2% -$57.3K 0.03% 185
2025
Q3 		$2.29M Buy
3,021
+68
+2% +$50.2K 0.03% 192
2025
Q2 		$2.06M Sell
2,953
-1
-0% -$632 0.03% 194
2025
Q1 		$1.8M Buy
2,954
+603
+26% +$394K 0.03% 201
2024
Q4 		$1.5M Sell
2,351
-18
-0.8% -$11.9K 0.02% 216
2024
Q3 		$1.5M Buy
2,369
+100
+4% +$56.8K 0.02% 218
2024
Q2 		$1.15M Sell
2,269
-25
-1% -$13.4K 0.02% 242
2024
Q1 		$1.27M Sell
2,294
-50
-2% -$25.4K 0.02% 243
2023
Q4 		$1.08M Sell
2,344
-25
-1% -$10.4K 0.02% 265
2023
Q3 		$923K Buy
2,369
+230
+11% +$92.4K 0.02% 270
2023
Q2 		$834K Sell
2,139
-100
-4% -$33.8K 0.01% 292
2023
Q1 		$753K Buy
2,239
+100
+5% +$33.1K 0.01% 250
2022
Q4 		$622K Sell
2,139
-16
-0.7% -$4.58K 0.01% 264
2022
Q3 		$522K Buy
2,155
+100
+5% +$27.1K 0.01% 279
2022
Q2 		$506K Buy
2,055
+46
+2% +$12.3K 0.01% 281
2022
Q1 		$570K Sell
2,009
-176
-8% -$53.1K 0.01% 283
2021
Q4 		$695K Buy
2,185
+2,173
+18,108% +$672K 0.01% 262
2021
Q3 		$3.35K Sell
12
-15
-56% -$4.46K ﹤0.01% 816
2021
Q2 		$8.29K Hold
27
– – ﹤0.01% 711
2021
Q1 		$8.52K Hold
27
– – ﹤0.01% 750
2020
Q4 		$7.36K Buy
27
+15
+125% +$3.71K ﹤0.01% 761
2020
Q3 		$2.43K Hold
12
– – ﹤0.01% 782
2020
Q2 		$2.2K Hold
12
– – ﹤0.01% 786
2020
Q1 		$1.56K Buy
12
+6
+100% +$1.09K ﹤0.01% 788
2019
Q4 		$1.24K Buy
+6
New +$1.16K ﹤0.01% 823
2019
Q3 		– Sell
-23
Closed -$3.91K – 924
2019
Q2 		$3.91K Buy
+23
New +$3.97K ﹤0.01% 640

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

Bartlett & Co Wealth Management's PH Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Parker-Hannifin (PH) stake by 2% in Q1 2026, selling an estimated $54.9K and leaving 2,893 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #190.

Bartlett & Co Wealth Management first reported a position in PH in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.59M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,893 shares of Parker-Hannifin worth $2.51M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 58 Parker-Hannifin shares in Q1 2026, an estimated $54.9K.
  • Parker-Hannifin made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Bartlett & Co Wealth Management first reported a position in Parker-Hannifin in Q2 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Parker-Hannifin position peaked at $2.59M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.