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Cascade Financial Partners’s Parker-Hannifin PH Stock Holding History

Cascade Financial Partners’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 		$446K Hold
498
– – 0.05% 176
2025
Q4 		$438K Hold
498
– – 0.04% 173
2025
Q3 		$378K Hold
498
– – 0.04% 185
2025
Q2 		$348K Hold
498
– – 0.04% 190
2025
Q1 		$303K Buy
498
+15
+3% +$9.81K 0.04% 195
2024
Q4 		$307K Hold
483
– – 0.04% 184
2024
Q3 		$304K Hold
483
– – 0.04% 180
2024
Q2 		$244K Hold
483
– – 0.03% 201
2024
Q1 		$266K Buy
+483
New +$245K 0.04% 191

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

Cascade Financial Partners's PH Position: Q1 2026 in Review

Cascade Financial Partners held its Parker-Hannifin (PH) position steady in Q1 2026 at 498 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #176.

Cascade Financial Partners first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Cascade Financial Partners held 498 shares of Parker-Hannifin worth $446K as of Q1 2026.
  • Cascade Financial Partners left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #176 holding.
  • Cascade Financial Partners first reported a position in Parker-Hannifin in Q1 2024 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 Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.