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Cherry Tree Wealth Management’s Parker-Hannifin PH Stock Holding History

Cherry Tree 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 		$71.6K Hold
80
– – 0.02% 238
2025
Q4 		$70.3K Hold
80
– – 0.01% 243
2025
Q3 		$60.7K Hold
80
– – 0.01% 245
2025
Q2 		$55.9K Sell
80
-22
-22% -$13.9K 0.01% 250
2025
Q1 		$62K Buy
102
+26
+34% +$17K 0.02% 244
2024
Q4 		$48.3K Hold
76
– – 0.01% 252
2024
Q3 		$48K Hold
76
– – 0.01% 260
2024
Q2 		$38.4K Buy
76
+22
+41% +$11.8K 0.01% 276
2024
Q1 		$30K Sell
54
-27
-33% -$13.7K 0.01% 289
2023
Q4 		$37.3K Buy
81
+25
+45% +$10.4K 0.01% 259
2023
Q3 		$21.8K Hold
56
– – 0.01% 284
2023
Q2 		$21.8K Buy
+56
New +$18.9K 0.01% 281

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's PH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 80 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #238.

Cherry Tree Wealth Management first reported a position in PH in Q2 2023 and has held it in 12 quarters since. 1,932 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Cherry Tree Wealth Management held 80 shares of Parker-Hannifin worth $71.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Cherry Tree Wealth Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.