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CBIZ Investment Advisory Services’s Parker-Hannifin PH Stock Holding History

CBIZ Investment Advisory Services’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
-50
Closed -$43.9K – 661
2025
Q4 		$43.9K Buy
50
+16
+47% +$13.1K ﹤0.01% 155
2025
Q3 		$25.8K Sell
34
-1
-3% -$738 ﹤0.01% 214
2025
Q2 		$24.4K Buy
35
+26
+289% +$16.4K ﹤0.01% 234
2025
Q1 		$5.47K Buy
+9
New +$5.89K ﹤0.01% 389

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

CBIZ Investment Advisory Services's PH Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 50 shares — an estimated $43.9K sold.

CBIZ Investment Advisory Services first reported a position in PH in Q1 2025 and held it in 4 quarters. The position peaked at $43.9K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 50 Parker-Hannifin shares in Q1 2026, an estimated $43.9K.
  • CBIZ Investment Advisory Services first reported a position in Parker-Hannifin in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Parker-Hannifin position peaked at $43.9K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.