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Carolina Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Carolina Wealth 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 		– Sell
-2
Closed -$1.76K – 319
2025
Q4 		$1.76K Buy
+2
New +$1.64K ﹤0.01% 237

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

Carolina Wealth Advisors's PH Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 2 shares — an estimated $1.76K sold.

Carolina Wealth Advisors first reported a position in PH in Q4 2025 and held it in 1 quarter. The position peaked at $1.76K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2 Parker-Hannifin shares in Q1 2026, an estimated $1.76K.
  • Carolina Wealth Advisors first reported a position in Parker-Hannifin in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Parker-Hannifin position peaked at $1.76K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.