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Claro Advisors’s Parker-Hannifin PH Stock Holding History

Claro 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 		$358K Sell
399
-8
-2% -$7.57K 0.04% 323
2025
Q4 		$358K Buy
407
+2
+0.5% +$1.64K 0.05% 289
2025
Q3 		$307K Hold
405
– – 0.04% 309
2025
Q2 		$283K Sell
405
-274
-40% -$173K 0.05% 306
2025
Q1 		$413K Sell
679
-74
-10% -$48.4K 0.06% 310
2024
Q4 		$479K Buy
753
+7
+0.9% +$4.63K 0.06% 254
2024
Q3 		$471K Buy
746
+287
+63% +$163K 0.06% 272
2024
Q2 		$232K Buy
+459
New +$246K 0.04% 376
2019
Q1 		– Sell
-33
Closed -$6K – 723
2018
Q4 		$6K Buy
+33
New +$5.34K ﹤0.01% 761

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

Claro Advisors's PH Position: Q1 2026 in Review

Claro Advisors reduced its Parker-Hannifin (PH) stake by 2% in Q1 2026, selling an estimated $7.57K and leaving 399 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #323.

Claro Advisors first reported a position in PH in Q4 2018 and has held it in 9 quarters since. The position peaked at $479K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Claro Advisors held 399 shares of Parker-Hannifin worth $358K as of Q1 2026.
  • Claro Advisors sold 8 Parker-Hannifin shares in Q1 2026, an estimated $7.57K.
  • Parker-Hannifin made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #323 holding.
  • Claro Advisors first reported a position in Parker-Hannifin in Q4 2018 and has held it in 9 quarters since.
  • Claro Advisors's Parker-Hannifin position peaked at $479K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.