Cura Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Cura Wealth Advisors’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	–	Sell	-250	Closed	-$220K	–	143
2025 Q4	$220K	Buy	+250	New	+$205K	0.08%	124

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cura Wealth Advisors's PH Position: Q1 2026 in Review

Cura Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 250 shares — an estimated $220K sold.

Cura Wealth Advisors first reported a position in PH in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Cura Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
Cura Wealth Advisors sold 250 Parker-Hannifin shares in Q1 2026, an estimated $220K.
Cura Wealth Advisors first reported a position in Parker-Hannifin in Q4 2025 and held it in 1 quarter.
Cura Wealth Advisors's Parker-Hannifin position peaked at $220K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.