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

Catalyst 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 		$524K Buy
585
+54
+10% +$51.1K 0.06% 197
2025
Q4 		$467K Buy
531
+25
+5% +$20.5K 0.05% 189
2025
Q3 		$384K Buy
506
+7
+1% +$5.17K 0.05% 204
2025
Q2 		$349K Buy
499
+64
+15% +$40.4K 0.04% 214
2025
Q1 		$264K Buy
435
+26
+6% +$17K 0.05% 233
2024
Q4 		$260K Buy
409
+20
+5% +$13.2K 0.05% 226
2024
Q3 		$246K Buy
+389
New +$221K 0.05% 233

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

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

Catalyst Financial Partners increased its Parker-Hannifin (PH) stake by 10% in Q1 2026, buying an estimated $51.1K and bringing the position to 585 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #197.

Catalyst Financial Partners first reported a position in PH in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Catalyst Financial Partners held 585 shares of Parker-Hannifin worth $524K as of Q1 2026.
  • Catalyst Financial Partners bought 54 Parker-Hannifin shares in Q1 2026, an estimated $51.1K.
  • Parker-Hannifin made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #197 holding.
  • Catalyst Financial Partners first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.