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Dakota Wealth Management’s Parker-Hannifin PH Stock Holding History

Dakota Wealth Management’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 		$1M Buy
1,120
+154
+16% +$146K 0.02% 398
2025
Q4 		$849K Buy
966
+15
+2% +$12.3K 0.02% 438
2025
Q3 		$721K Sell
951
-65
-6% -$48K 0.01% 413
2025
Q2 		$710K Sell
1,016
-33
-3% -$20.9K 0.01% 449
2025
Q1 		$638K Sell
1,049
-5
-0.5% -$3.27K 0.01% 467
2024
Q4 		$670K Sell
1,054
-34
-3% -$22.5K 0.02% 445
2024
Q3 		$687K Buy
1,088
+70
+7% +$39.8K 0.02% 445
2024
Q2 		$515K Hold
1,018
– – 0.01% 503
2024
Q1 		$566K Buy
1,018
+10
+1% +$5.08K 0.01% 482
2023
Q4 		$465K Sell
1,008
-22
-2% -$9.16K 0.02% 435
2023
Q3 		$401K Buy
1,030
+2
+0.2% +$804 0.02% 453
2023
Q2 		$401K Buy
1,028
+39
+4% +$13.2K 0.02% 418
2023
Q1 		$333K Buy
989
+188
+23% +$62.3K 0.02% 443
2022
Q4 		$233K Buy
+801
New +$229K 0.02% 510

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

Dakota Wealth Management's PH Position: Q1 2026 in Review

Dakota Wealth Management increased its Parker-Hannifin (PH) stake by 16% in Q1 2026, buying an estimated $146K and bringing the position to 1,120 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #398.

Dakota Wealth Management first reported a position in PH in Q4 2022 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Dakota Wealth Management held 1,120 shares of Parker-Hannifin worth $1M as of Q1 2026.
  • Dakota Wealth Management bought 154 Parker-Hannifin shares in Q1 2026, an estimated $146K.
  • Parker-Hannifin made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #398 holding.
  • Dakota Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.