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CreativeOne Wealth’s Parker-Hannifin PH Stock Holding History

CreativeOne Wealth’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 		$1.07M Buy
1,200
+38
+3% +$36K 0.02% 549
2025
Q4 		$1.02M Sell
1,162
-82
-7% -$67.1K 0.02% 552
2025
Q3 		$943K Sell
1,244
-142
-10% -$105K 0.02% 569
2025
Q2 		$968K Buy
1,386
+179
+15% +$113K 0.03% 543
2025
Q1 		$734K Buy
1,207
+90
+8% +$58.9K 0.02% 580
2024
Q4 		$711K Buy
1,117
+152
+16% +$101K 0.02% 593
2024
Q3 		$610K Buy
965
+187
+24% +$106K 0.02% 565
2024
Q2 		$394K Buy
778
+162
+26% +$86.9K 0.02% 543
2024
Q1 		$342K Buy
+616
New +$313K 0.01% 681

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

CreativeOne Wealth's PH Position: Q1 2026 in Review

CreativeOne Wealth increased its Parker-Hannifin (PH) stake by 3.3% in Q1 2026, buying an estimated $36K and bringing the position to 1,200 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #549.

CreativeOne Wealth first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • CreativeOne Wealth held 1,200 shares of Parker-Hannifin worth $1.07M as of Q1 2026.
  • CreativeOne Wealth bought 38 Parker-Hannifin shares in Q1 2026, an estimated $36K.
  • Parker-Hannifin made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #549 holding.
  • CreativeOne Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.