DWP
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Daymark Wealth Partners’s Parker-Hannifin PH Stock Holding History

Daymark 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 		$22.1M Sell
24,695
-719
-3% -$681K 0.7% 32
2025
Q4 		$22.3M Buy
25,414
+357
+1% +$292K 0.71% 32
2025
Q3 		$19M Buy
25,057
+510
+2% +$376K 0.64% 39
2025
Q2 		$17.1M Buy
24,547
+347
+1% +$219K 0.65% 40
2025
Q1 		$14.7M Buy
24,200
+128
+0.5% +$83.7K 0.63% 41
2024
Q4 		$15.3M Buy
24,072
+236
+1% +$156K 0.65% 35
2024
Q3 		$15.1M Sell
23,836
-156
-0.7% -$88.6K 0.64% 38
2024
Q2 		$12.1M Sell
23,992
-130
-0.5% -$69.7K 0.56% 42
2024
Q1 		$13.4M Buy
24,122
+8
+0% +$4.07K 0.72% 36
2023
Q4 		$11.1M Buy
24,114
+60
+0.2% +$25K 0.68% 37
2023
Q3 		$9.37M Buy
24,054
+7,101
+42% +$2.85M 0.65% 38
2023
Q2 		$6.61M Buy
16,953
+15,724
+1,279% +$5.32M 0.49% 48
2023
Q1 		$413K Buy
1,229
+36
+3% +$11.9K 0.05% 198
2022
Q4 		$347K Buy
+1,193
New +$341K 0.06% 170

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

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

Daymark Wealth Partners reduced its Parker-Hannifin (PH) stake by 2.8% in Q1 2026, selling an estimated $681K and leaving 24,695 shares worth $22.1M. The position accounts for 0.7% of the portfolio, ranked #32.

Daymark Wealth Partners first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.3M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Daymark Wealth Partners held 24,695 shares of Parker-Hannifin worth $22.1M as of Q1 2026.
  • Daymark Wealth Partners sold 719 Parker-Hannifin shares in Q1 2026, an estimated $681K.
  • Parker-Hannifin made up 0.7% of Daymark Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Daymark Wealth Partners first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Parker-Hannifin position peaked at $22.3M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.