CPC
PH icon

Consolidated Planning Corp’s Parker-Hannifin PH Stock Holding History

Consolidated Planning Corp’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 		– Sell
-7,947
Closed -$6.99M – 195
2025
Q4 		$6.99M Buy
+7,947
New +$6.5M 0.71% 42
2021
Q4 		– Sell
-121
Closed -$34K – 344
2021
Q3 		$34K Buy
+121
New +$36K 0.02% 197

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

Consolidated Planning Corp's PH Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 7,947 shares — an estimated $6.99M sold.

Consolidated Planning Corp first reported a position in PH in Q3 2021 and held it in 2 quarters. The position peaked at $6.99M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,947 Parker-Hannifin shares in Q1 2026, an estimated $6.99M.
  • Consolidated Planning Corp first reported a position in Parker-Hannifin in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Parker-Hannifin position peaked at $6.99M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.