Clearstead Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Sell |
20,188
-579
| -3% | -$548K | 0.17% | 115 |
|
|
2025
Q4 | $18.3M | Sell |
20,767
-29
| -0.1% | -$23.7K | 0.23% | 93 |
|
|
2025
Q3 | $15.8M | Sell |
20,796
-178
| -0.8% | -$131K | 0.21% | 100 |
|
|
2025
Q2 | $14.6M | Sell |
20,974
-804
| -4% | -$508K | 0.21% | 103 |
|
|
2025
Q1 | $13.2M | Buy |
21,778
+973
| +5% | +$636K | 0.21% | 101 |
|
|
2024
Q4 | $13.2M | Buy |
20,805
+5
| +0% | +$3.31K | 0.2% | 106 |
|
|
2024
Q3 | $13.1M | Sell |
20,800
-2
| -0% | -$1.14K | 0.2% | 105 |
|
|
2024
Q2 | $10.5M | Buy |
20,802
+7,620
| +58% | +$4.09M | 0.18% | 116 |
|
|
2024
Q1 | $7.26M | Buy |
13,182
+143
| +1% | +$72.7K | 0.36% | 57 |
|
|
2023
Q4 | $6.01M | Sell |
13,039
-9,435
| -42% | -$3.93M | 0.32% | 63 |
|
|
2023
Q3 | $8.75M | Buy |
22,474
+11,066
| +97% | +$4.45M | 0.25% | 86 |
|
|
2023
Q2 | $4.45M | Buy |
11,408
+6
| +0.1% | +$2.03K | 0.27% | 79 |
|
|
2023
Q1 | $3.83M | Buy |
11,402
+93
| +0.8% | +$30.8K | 0.28% | 78 |
|
|
2022
Q4 | $3.29M | Buy |
11,309
+388
| +4% | +$111K | 0.26% | 83 |
|
|
2022
Q3 | $2.65M | Buy |
10,921
+29
| +0.3% | +$7.85K | 0.24% | 86 |
|
|
2022
Q2 | $2.68M | Buy |
10,892
+3,201
| +42% | +$857K | 0.21% | 95 |
|
|
2022
Q1 | $2.18M | Sell |
7,691
-2,992
| -28% | -$902K | 0.15% | 118 |
|
|
2021
Q4 | $3.4M | Buy |
10,683
+214
| +2% | +$66.2K | 0.23% | 83 |
|
|
2021
Q3 | $2.93M | Buy |
10,469
+2,411
| +30% | +$717K | 0.22% | 92 |
|
|
2021
Q2 | $2.48M | Buy |
8,058
+180
| +2% | +$55.7K | 0.19% | 98 |
|
|
2021
Q1 | $2.48M | Buy |
7,878
+1,536
| +24% | +$443K | 0.21% | 90 |
|
|
2020
Q4 | $1.73M | Buy |
6,342
+10
| +0.2% | +$2.48K | 0.16% | 110 |
|
|
2020
Q3 | $1.28M | Buy |
6,332
+755
| +14% | +$149K | 0.14% | 117 |
|
|
2020
Q2 | $1.02M | Hold |
5,577
| – | – | 0.12% | 132 |
|
|
2020
Q1 | $724K | Buy |
5,577
+750
| +16% | +$136K | 0.11% | 133 |
|
|
2019
Q4 | $994K | Buy |
4,827
+450
| +10% | +$87.2K | 0.12% | 127 |
|
|
2019
Q3 | $791K | Sell |
4,377
-139
| -3% | -$23.6K | 0.11% | 132 |
|
|
2019
Q2 | $768K | Buy |
4,516
+1,596
| +55% | +$275K | 0.1% | 135 |
|
|
2019
Q1 | $501K | Sell |
2,920
-182
| -6% | -$30.2K | 0.07% | 169 |
|
|
2018
Q4 | $463K | Hold |
3,102
| – | – | 0.07% | 167 |
|
|
2018
Q3 | $570K | Buy |
3,102
+182
| +6% | +$31.3K | 0.08% | 139 |
|
|
2018
Q2 | $455K | Buy |
2,920
+400
| +16% | +$68.2K | 0.06% | 152 |
|
|
2018
Q1 | $431K | Buy |
2,520
+600
| +31% | +$114K | 0.06% | 151 |
|
|
2017
Q4 | $383K | Hold |
1,920
| – | – | 0.05% | 161 |
|
|
2017
Q3 | $336K | Hold |
1,920
| – | – | 0.04% | 187 |
|
|
2017
Q2 | $307K | Buy |
1,920
+250
| +15% | +$39.6K | 0.04% | 182 |
|
|
2017
Q1 | $268K | Buy |
1,670
+200
| +14% | +$30.4K | 0.04% | 191 |
|
|
2016
Q4 | $206K | Buy |
+1,470
| New | +$195K | 0.03% | 200 |
|
Other funds holding PH
VCM
Clearstead Advisors's PH Position: Q1 2026 in Review
Clearstead Advisors reduced its Parker-Hannifin (PH) stake by 2.8% in Q1 2026, selling an estimated $548K and leaving 20,188 shares worth $18.1M. The position accounts for 0.17% of the portfolio, ranked #115.
Clearstead Advisors first reported a position in PH in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.3M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.
- Clearstead Advisors held 20,188 shares of Parker-Hannifin worth $18.1M as of Q1 2026.
- Clearstead Advisors sold 579 Parker-Hannifin shares in Q1 2026, an estimated $548K.
- Parker-Hannifin made up 0.17% of Clearstead Advisors's portfolio in Q1 2026, its #115 holding.
- Clearstead Advisors first reported a position in Parker-Hannifin in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's Parker-Hannifin position peaked at $18.3M in Q4 2025.
- 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.