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Clearstead Trust’s Parker-Hannifin PH Stock Holding History

Clearstead Trust’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 		$353K Hold
394
– – 0.06% 136
2025
Q4 		$346K Sell
394
-4
-1% -$3.27K 0.05% 144
2025
Q3 		$302K Hold
398
– – 0.05% 148
2025
Q2 		$278K Buy
398
+4
+1% +$2.53K 0.05% 147
2025
Q1 		$239K Hold
394
– – 0.05% 140
2024
Q4 		$251K Buy
394
+357
+965% +$236K 0.05% 133
2024
Q3 		$23.4K Hold
37
– – 0.01% 293
2024
Q2 		$18.7K Hold
37
– – ﹤0.01% 317
2024
Q1 		$20.6K Buy
+37
New +$18.8K 0.01% 304
2023
Q4 		– Sell
-40
Closed -$15.6K – 458
2023
Q3 		$15.6K Buy
+40
New +$16.1K 0.01% 298

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

Clearstead Trust's PH Position: Q1 2026 in Review

Clearstead Trust held its Parker-Hannifin (PH) position steady in Q1 2026 at 394 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #136.

Clearstead Trust first reported a position in PH in Q3 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Clearstead Trust held 394 shares of Parker-Hannifin worth $353K as of Q1 2026.
  • Clearstead Trust left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.06% of Clearstead Trust's portfolio in Q1 2026, its #136 holding.
  • Clearstead Trust first reported a position in Parker-Hannifin in Q3 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.