Belpointe Asset Management’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.38M Buy
8,249
+564
+7% +$534K 0.27% 66
2025
Q4
$6.75M Sell
7,685
-26
-0.3% -$21.3K 0.24% 72
2025
Q3
$5.85M Buy
7,711
+2
+0% +$1.48K 0.22% 78
2025
Q2
$5.38M Sell
7,709
-70
-0.9% -$44.2K 0.22% 76
2025
Q1
$4.73M Sell
7,779
-53
-0.7% -$34.7K 0.25% 76
2024
Q4
$4.7M Sell
7,832
-8
-0.1% -$5.3K 0.28% 65
2024
Q3
$4.95M Sell
7,840
-9
-0.1% -$5.11K 0.3% 63
2024
Q2
$3.97M Sell
7,849
-356
-4% -$191K 0.28% 63
2024
Q1
$4.56M Sell
8,205
-266
-3% -$135K 0.34% 50
2023
Q4
$3.9M Buy
8,471
+739
+10% +$308K 0.34% 51
2023
Q3
$3.01M Sell
7,732
-832
-10% -$334K 0.31% 57
2023
Q2
$3.34M Buy
8,564
+200
+2% +$67.7K 0.35% 53
2023
Q1
$2.81M Buy
8,364
+146
+2% +$48.3K 0.15% 134
2022
Q4
$2.39M Buy
8,218
+63
+0.8% +$18K 0.14% 143
2022
Q3
$1.98M Buy
8,155
+211
+3% +$57.1K 0.13% 162
2022
Q2
$1.96M Buy
7,944
+641
+9% +$172K 0.13% 166
2022
Q1
$2.07M Sell
7,303
-1,894
-21% -$571K 0.13% 167
2021
Q4
$2.93M Buy
9,197
+2,089
+29% +$646K 0.18% 116
2021
Q3
$1.99M Buy
7,108
+28
+0.4% +$8.33K 0.14% 156
2021
Q2
$2.17M Sell
7,080
-2,091
-23% -$647K 0.16% 139
2021
Q1
$2.89M Sell
9,171
-550
-6% -$159K 0.25% 80
2020
Q4
$2.65M Buy
9,721
+176
+2% +$43.6K 0.24% 90
2020
Q3
$1.93M Buy
9,545
+10
+0.1% +$1.97K 0.21% 102
2020
Q2
$1.75M Buy
9,535
+2,663
+39% +$430K 0.23% 89
2020
Q1
$892K Sell
6,872
-2,586
-27% -$468K 0.16% 148
2019
Q4
$1.95M Buy
9,458
+252
+3% +$48.8K 0.25% 101
2019
Q3
$1.66M Buy
9,206
+2,406
+35% +$409K 0.27% 90
2019
Q2
$1.16M Sell
6,800
-50
-0.7% -$8.62K 0.23% 100
2019
Q1
$1.18M Buy
6,850
+100
+1% +$16.6K 0.23% 73
2018
Q4
$1.01M Sell
6,750
-337
-5% -$54.5K 0.26% 80
2018
Q3
$1.3M Buy
7,087
+77
+1% +$13.2K 0.21% 92
2018
Q2
$1.09M Sell
7,010
-3,000
-30% -$512K 0.31% 59
2018
Q1
$1.71M Sell
10,010
-1,940
-16% -$367K 0.5% 29
2017
Q4
$2.38M Sell
11,950
-328
-3% -$61K 0.52% 35
2017
Q3
$2.15M Buy
+12,278
New +$2.02M 0.5% 36

Other funds holding PH

Belpointe Asset Management's PH Position: Q1 2026 in Review

Belpointe Asset Management increased its Parker-Hannifin (PH) stake by 7.3% in Q1 2026, buying an estimated $534K and bringing the position to 8,249 shares worth $7.38M. The position accounts for 0.27% of the portfolio, ranked #66.

Belpointe Asset Management first reported a position in PH in Q3 2017 and has held it in 35 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Belpointe Asset Management held 8,249 shares of Parker-Hannifin worth $7.38M as of Q1 2026.
  • Belpointe Asset Management bought 564 Parker-Hannifin shares in Q1 2026, an estimated $534K.
  • Parker-Hannifin made up 0.27% of Belpointe Asset Management's portfolio in Q1 2026, its #66 holding.
  • Belpointe Asset Management first reported a position in Parker-Hannifin in Q3 2017 and has held it in 35 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.