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Cyndeo Wealth Partners’s Parker-Hannifin PH Stock Holding History

Cyndeo Wealth Partners’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 		$4.58M Sell
5,117
-1,492
-23% -$1.41M 0.24% 103
2025
Q4 		$5.81M Buy
6,609
+96
+1% +$78.6K 0.31% 89
2025
Q3 		$4.94M Buy
6,513
+869
+15% +$641K 0.27% 94
2025
Q2 		$3.94M Buy
5,644
+53
+0.9% +$33.5K 0.23% 111
2025
Q1 		$3.4M Buy
5,591
+1,135
+25% +$742K 0.22% 121
2024
Q4 		$2.83M Buy
4,456
+235
+6% +$156K 0.19% 134
2024
Q3 		$2.67M Sell
4,221
-1,246
-23% -$708K 0.19% 139
2024
Q2 		$2.77M Buy
5,467
+86
+2% +$46.1K 0.22% 128
2024
Q1 		$2.99M Buy
5,381
+34
+0.6% +$17.3K 0.25% 117
2023
Q4 		$2.46M Sell
5,347
-4,014
-43% -$1.67M 0.23% 120
2023
Q3 		$3.65M Buy
9,361
+7,420
+382% +$2.98M 0.38% 88
2023
Q2 		$757K Sell
1,941
-1,745
-47% -$590K 0.08% 187
2023
Q1 		$1.24M Sell
3,686
-1,313
-26% -$435K 0.13% 160
2022
Q4 		$1.45M Buy
+4,999
New +$1.43M 0.17% 143

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

Cyndeo Wealth Partners's PH Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Parker-Hannifin (PH) stake by 23% in Q1 2026, selling an estimated $1.41M and leaving 5,117 shares worth $4.58M. The position accounts for 0.24% of the portfolio, ranked #103.

Cyndeo Wealth Partners first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.81M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Cyndeo Wealth Partners held 5,117 shares of Parker-Hannifin worth $4.58M as of Q1 2026.
  • Cyndeo Wealth Partners sold 1,492 Parker-Hannifin shares in Q1 2026, an estimated $1.41M.
  • Parker-Hannifin made up 0.24% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Cyndeo Wealth Partners first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Parker-Hannifin position peaked at $5.81M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.