CWS Financial Advisors’s Parker-Hannifin PH Stock Holding History

CWS Financial 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	$901K	Buy	1,007 +45	+5%	+$42.6K	0.23%	62
2025 Q4	$846K	Hold	962	–	–	0.23%	59
2025 Q3	$729K	Buy	962 +1	+0.1%	+$738	0.2%	62
2025 Q2	$671K	Buy	961 +50	+5%	+$31.6K	0.2%	63
2025 Q1	$554K	Sell	911 -44	-5%	-$28.8K	0.17%	69
2024 Q4	$608K	Hold	955	–	–	0.2%	54
2024 Q3	$603K	Hold	955	–	–	0.21%	52
2024 Q2	$483K	Buy	955 +1	+0.1%	+$536	0.19%	58
2024 Q1	$530K	Hold	954	–	–	0.22%	48
2023 Q4	$439K	Buy	954 +1	+0.1%	+$416	0.16%	95
2023 Q3	$371K	Hold	953	–	–	0.15%	105
2023 Q2	$372K	Buy	953 +1	+0.1%	+$338	0.14%	105
2023 Q1	$320K	Sell	952 -41	-4%	-$13.6K	0.13%	111
2022 Q4	$313K	Buy	993 +42	+4%	+$12K	0.13%	103
2022 Q3	$230K	Buy	951 +1	+0.1%	+$271	0.11%	122
2022 Q2	$234K	Hold	950	–	–	0.11%	124
2022 Q1	$270K	Hold	950	–	–	0.1%	124
2021 Q4	$302K	Buy	+950	New	+$294K	0.11%	118
2021 Q2	$303K	Sell	985 -8	-0.8%	-$2.48K	0.12%	113
2021 Q1	$313K	Hold	993	–	–	0.13%	103
2020 Q4	$271K	Sell	993 -10	-1%	-$2.48K	0.16%	104
2020 Q3	$203K	Buy	+1,003	New	+$197K	0.14%	121
2020 Q2	–	Sell	-983	Closed	-$202K	–	131
2020 Q1	$202K	Hold	983	–	–	0.15%	121
2019 Q4	$202K	Buy	+983	New	+$190K	0.15%	121

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

CWS Financial Advisors's PH Position: Q1 2026 in Review

CWS Financial Advisors increased its Parker-Hannifin (PH) stake by 4.7% in Q1 2026, buying an estimated $42.6K and bringing the position to 1,007 shares worth $901K. The position accounts for 0.23% of the portfolio, ranked #62.

CWS Financial Advisors first reported a position in PH in Q4 2019 and has held it in 24 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

CWS Financial Advisors held 1,007 shares of Parker-Hannifin worth $901K as of Q1 2026.
CWS Financial Advisors bought 45 Parker-Hannifin shares in Q1 2026, an estimated $42.6K.
Parker-Hannifin made up 0.23% of CWS Financial Advisors's portfolio in Q1 2026, its #62 holding.
CWS Financial Advisors first reported a position in Parker-Hannifin in Q4 2019 and has held it in 24 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.