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Bay Harbor Wealth Management’s Parker-Hannifin PH Stock Holding History

Bay Harbor 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 		$116K Sell
130
-3
-2% -$2.84K 0.03% 80
2025
Q4 		$117K Sell
133
-4
-3% -$3.27K 0.03% 79
2025
Q3 		$104K Sell
137
-23
-14% -$17K 0.03% 84
2025
Q2 		$112K Buy
160
+9
+6% +$5.69K 0.03% 75
2025
Q1 		$91.8K Sell
151
-65
-30% -$42.5K 0.03% 72
2024
Q4 		$137K Buy
216
+9
+4% +$5.96K 0.04% 58
2024
Q3 		$131K Sell
207
-6
-3% -$3.41K 0.04% 54
2024
Q2 		$108K Hold
213
– – 0.04% 59
2024
Q1 		$118K Hold
213
– – 0.04% 58
2023
Q4 		$98.1K Hold
213
– – 0.04% 59
2023
Q3 		$83K Buy
213
+2
+0.9% +$804 0.03% 55
2023
Q2 		$82.3K Sell
211
-16
-7% -$5.41K 0.03% 60
2023
Q1 		$76.3K Sell
227
-2
-0.9% -$662 0.03% 72
2022
Q4 		$67K Buy
229
+2
+0.9% +$572 0.03% 85
2022
Q3 		$55K Sell
227
-28
-11% -$7.58K 0.03% 90
2022
Q2 		$63K Buy
255
+6
+2% +$1.61K 0.03% 88
2022
Q1 		$71K Hold
249
– – 0.03% 93
2021
Q4 		$76K Buy
249
+10
+4% +$3.09K 0.03% 91
2021
Q3 		$67K Sell
239
-1
-0.4% -$298 0.03% 104
2021
Q2 		$74K Buy
240
+2
+0.8% +$619 0.03% 103
2021
Q1 		$75K Sell
238
-22
-8% -$6.35K 0.03% 96
2020
Q4 		$71K Sell
260
-15
-5% -$3.71K 0.03% 125
2020
Q3 		$56K Buy
275
+56
+26% +$11K 0.03% 147
2020
Q2 		$40K Buy
+219
New +$35.3K 0.02% 174

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

Bay Harbor Wealth Management's PH Position: Q1 2026 in Review

Bay Harbor Wealth Management reduced its Parker-Hannifin (PH) stake by 2.3% in Q1 2026, selling an estimated $2.84K and leaving 130 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #80.

Bay Harbor Wealth Management first reported a position in PH in Q2 2020 and has held it in 24 quarters since. The position peaked at $137K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Bay Harbor Wealth Management held 130 shares of Parker-Hannifin worth $116K as of Q1 2026.
  • Bay Harbor Wealth Management sold 3 Parker-Hannifin shares in Q1 2026, an estimated $2.84K.
  • Parker-Hannifin made up 0.03% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Bay Harbor Wealth Management first reported a position in Parker-Hannifin in Q2 2020 and has held it in 24 quarters since.
  • Bay Harbor Wealth Management's Parker-Hannifin position peaked at $137K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.