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BNC Wealth Management’s Parker-Hannifin PH Stock Holding History

BNC 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 		$1.25M Sell
1,398
-191
-12% -$181K 0.35% 57
2025
Q4 		$1.4M Sell
1,589
-92
-5% -$75.3K 0.36% 51
2025
Q3 		$1.27M Sell
1,681
-13
-0.8% -$9.59K 0.32% 54
2025
Q2 		$1.18M Sell
1,694
-55
-3% -$34.8K 0.35% 53
2025
Q1 		$1.06M Sell
1,749
-89
-5% -$58.2K 0.38% 57
2024
Q4 		$1.17M Sell
1,838
-63
-3% -$41.7K 0.38% 52
2024
Q3 		$1.2M Hold
1,901
– – 0.44% 49
2024
Q2 		$962K Sell
1,901
-10
-0.5% -$5.36K 0.36% 53
2024
Q1 		$1.06M Sell
1,911
-20
-1% -$10.2K 0.45% 50
2023
Q4 		$890K Sell
1,931
-14
-0.7% -$5.83K 0.42% 52
2023
Q3 		$758K Buy
1,945
+1
+0.1% +$402 0.41% 58
2023
Q2 		$758K Sell
1,944
-5,266
-73% -$1.78M 0.4% 59
2023
Q1 		$2.42M Buy
7,210
+202
+3% +$66.9K 1.35% 24
2022
Q4 		$2.04M Sell
7,008
-22
-0.3% -$6.3K 1.21% 31
2022
Q3 		$1.7M Sell
7,030
-325
-4% -$88K 1.03% 35
2022
Q2 		$1.81M Sell
7,355
-2,289
-24% -$613K 0.95% 33
2022
Q1 		$2.74M Buy
9,644
+226
+2% +$68.1K 1.35% 23
2021
Q4 		$3M Buy
9,418
+273
+3% +$84.4K 1.42% 19
2021
Q3 		$2.56M Buy
9,145
+134
+1% +$39.9K 1.52% 17
2021
Q2 		$2.77M Buy
9,011
+265
+3% +$82K 1.68% 16
2021
Q1 		$2.76M Buy
8,746
+35
+0.4% +$10.1K 1.96% 14
2020
Q4 		$2.37M Buy
8,711
+34
+0.4% +$8.42K 1.5% 17
2020
Q3 		$1.76M Buy
+8,677
New +$1.71M 1.24% 22

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

BNC Wealth Management's PH Position: Q1 2026 in Review

BNC Wealth Management reduced its Parker-Hannifin (PH) stake by 12% in Q1 2026, selling an estimated $181K and leaving 1,398 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #57.

BNC Wealth Management first reported a position in PH in Q3 2020 and has held it in 23 quarters since. The position peaked at $3M in Q4 2021. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • BNC Wealth Management held 1,398 shares of Parker-Hannifin worth $1.25M as of Q1 2026.
  • BNC Wealth Management sold 191 Parker-Hannifin shares in Q1 2026, an estimated $181K.
  • Parker-Hannifin made up 0.35% of BNC Wealth Management's portfolio in Q1 2026, its #57 holding.
  • BNC Wealth Management first reported a position in Parker-Hannifin in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's Parker-Hannifin position peaked at $3M in Q4 2021.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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