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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
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 $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

Crestmont Private Wealth's PH Position: Q1 2026 in Review

Crestmont Private Wealth increased its Parker-Hannifin (PH) stake by 7.8% in Q1 2026, buying an estimated $46.4K and bringing the position to 675 shares worth $604K. The position accounts for 0.19% of the portfolio, ranked #47.

Crestmont Private 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.

  • Crestmont Private Wealth held 675 shares of Parker-Hannifin worth $604K as of Q1 2026.
  • Crestmont Private Wealth bought 49 Parker-Hannifin shares in Q1 2026, an estimated $46.4K.
  • Parker-Hannifin made up 0.19% of Crestmont Private Wealth's portfolio in Q1 2026, its #47 holding.
  • Crestmont Private 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 Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.