CWM
PH icon

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

Copia 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 		$7.16K Hold
8
– – ﹤0.01% 348
2025
Q4 		$7.03K Sell
8
-7
-47% -$5.73K 0.01% 349
2025
Q3 		$11.4K Hold
15
– – 0.01% 305
2025
Q2 		$10.5K Hold
15
– – 0.01% 281
2025
Q1 		$9.12K Hold
15
– – 0.01% 286
2024
Q4 		$9.54K Buy
+15
New +$9.93K 0.01% 265

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

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

Copia Wealth Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 8 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Copia Wealth Management first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.4K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Copia Wealth Management held 8 shares of Parker-Hannifin worth $7.16K as of Q1 2026.
  • Copia Wealth Management left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Copia Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Parker-Hannifin position peaked at $11.4K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.