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Bellwether Advisors’s Parker-Hannifin PH Stock Holding History

Bellwether Advisors’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 		$1.69M Buy
+1,883
New +$1.78M 0.29% 78
2025
Q3 		– Sell
-70
Closed -$48.9K – 447
2025
Q2 		$48.9K Buy
70
+6
+9% +$3.79K 0.01% 225
2025
Q1 		$38.9K Sell
64
-14
-18% -$9.16K 0.01% 234
2024
Q4 		$49.6K Buy
+78
New +$51.7K 0.01% 234
2023
Q2 		– Sell
-35
Closed -$11.8K – 337
2023
Q1 		$11.8K Hold
35
– – ﹤0.01% 268
2022
Q4 		$10.2K Sell
35
-1
-3% -$286 ﹤0.01% 269
2022
Q3 		$8K Buy
+36
New +$9.74K ﹤0.01% 288
2021
Q3 		– Sell
-2,266
Closed -$695K – 601
2021
Q2 		$695K Sell
2,266
-1,378
-38% -$427K 0.24% 78
2021
Q1 		$1.15M Buy
+3,644
New +$1.05M 0.46% 50

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

Bellwether Advisors's PH Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 1,883 shares worth $1.69M. The stake represents 0.29% of the portfolio and ranks #78 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in PH as recently as Q2 2025.

Bellwether Advisors first reported a position in PH in Q1 2021 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Bellwether Advisors held 1,883 shares of Parker-Hannifin worth $1.69M as of Q1 2026.
  • Parker-Hannifin was a new Bellwether Advisors position in Q1 2026.
  • Parker-Hannifin made up 0.29% of Bellwether Advisors's portfolio in Q1 2026, its #78 holding.
  • Bellwether Advisors first reported a position in Parker-Hannifin in Q1 2021 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 Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.