CPW
PH icon

Crestmont Private Wealth’s Parker-Hannifin PH Stock Holding History

Crestmont Private 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
Q2 		$650K Sell
665
-10
-1% -$9.16K 0.18% 44
2026
Q1 		$604K Buy
675
+49
+8% +$46.4K 0.19% 47
2025
Q4 		$550K Buy
626
+19
+3% +$15.6K 0.18% 48
2025
Q3 		$460K Buy
607
+42
+7% +$31K 0.15% 54
2025
Q2 		$395K Hold
565
– – 0.14% 51
2025
Q1 		$343K Buy
565
+39
+7% +$25.5K 0.15% 49
2024
Q4 		$335K Sell
526
-95
-15% -$62.9K 0.15% 46
2024
Q3 		$392K Buy
621
+4
+0.6% +$2.27K 0.17% 43
2024
Q2 		$312K Buy
617
+221
+56% +$119K 0.15% 51
2024
Q1 		$220K Buy
+396
New +$201K 0.11% 58

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crestmont Private Wealth's PH Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Parker-Hannifin (PH) stake by 1.5% in Q2 2026, selling an estimated $9.16K and leaving 665 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #44.

Crestmont Private Wealth first reported a position in PH in Q1 2024 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Crestmont Private Wealth held 665 shares of Parker-Hannifin worth $650K as of Q2 2026.
  • Crestmont Private Wealth sold 10 Parker-Hannifin shares in Q2 2026, an estimated $9.16K.
  • Parker-Hannifin made up 0.18% of Crestmont Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Crestmont Private Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.