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Crestwood Advisors Group’s Parker-Hannifin PH Stock Holding History

Crestwood Advisors Group’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 		$4.51M Buy
5,039
+2,297
+84% +$2.17M 0.08% 149
2025
Q4 		$2.41M Buy
2,742
+232
+9% +$190K 0.04% 201
2025
Q3 		$1.9M Buy
2,510
+140
+6% +$103K 0.03% 218
2025
Q2 		$1.66M Buy
2,370
+23
+1% +$14.5K 0.03% 225
2025
Q1 		$1.43M Buy
2,347
+245
+12% +$160K 0.03% 235
2024
Q4 		$1.34M Buy
2,102
+104
+5% +$68.9K 0.03% 220
2024
Q3 		$1.26M Buy
1,998
+70
+4% +$39.8K 0.02% 215
2024
Q2 		$975K Sell
1,928
-22
-1% -$11.8K 0.02% 223
2024
Q1 		$1.08M Buy
1,950
+30
+2% +$15.2K 0.02% 211
2023
Q4 		$884K Buy
1,920
+135
+8% +$56.2K 0.02% 221
2023
Q3 		$695K Buy
+1,785
New +$717K 0.02% 224

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

Crestwood Advisors Group's PH Position: Q1 2026 in Review

Crestwood Advisors Group increased its Parker-Hannifin (PH) stake by 84% in Q1 2026, buying an estimated $2.17M and bringing the position to 5,039 shares worth $4.51M. The position accounts for 0.08% of the portfolio, ranked #149.

Crestwood Advisors Group first reported a position in PH in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Crestwood Advisors Group held 5,039 shares of Parker-Hannifin worth $4.51M as of Q1 2026.
  • Crestwood Advisors Group bought 2,297 Parker-Hannifin shares in Q1 2026, an estimated $2.17M.
  • Parker-Hannifin made up 0.08% of Crestwood Advisors Group's portfolio in Q1 2026, its #149 holding.
  • Crestwood Advisors Group first reported a position in Parker-Hannifin in Q3 2023 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.