Connecticut Wealth Management’s Parker-Hannifin PH Stock Holding History

Connecticut 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	$1.28M	Buy	1,427 +62	+5%	+$58.7K	0.05%	131
2025 Q4	$1.2M	Hold	1,365	–	–	0.05%	144
2025 Q3	$1.03M	Sell	1,365 -14	-1%	-$10.3K	0.05%	154
2025 Q2	$963K	Hold	1,379	–	–	0.05%	153
2025 Q1	$838K	Sell	1,379 -31	-2%	-$20.3K	0.04%	163
2024 Q4	$897K	Buy	1,410 +13	+0.9%	+$8.61K	0.04%	139
2024 Q3	$883K	Sell	1,397 -11	-0.8%	-$6.25K	0.04%	164
2024 Q2	$712K	Sell	1,408 -992	-41%	-$532K	0.04%	187
2024 Q1	$1.33M	Sell	2,400 -37	-2%	-$18.8K	0.07%	117
2023 Q4	$1.12M	Buy	+2,437	New	+$1.01M	0.06%	134

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connecticut Wealth Management's PH Position: Q1 2026 in Review

Connecticut Wealth Management increased its Parker-Hannifin (PH) stake by 4.5% in Q1 2026, buying an estimated $58.7K and bringing the position to 1,427 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #131.

Connecticut Wealth Management first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Connecticut Wealth Management held 1,427 shares of Parker-Hannifin worth $1.28M as of Q1 2026.
Connecticut Wealth Management bought 62 Parker-Hannifin shares in Q1 2026, an estimated $58.7K.
Parker-Hannifin made up 0.05% of Connecticut Wealth Management's portfolio in Q1 2026, its #131 holding.
Connecticut Wealth Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
Connecticut Wealth Management's Parker-Hannifin position peaked at $1.33M in Q1 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.