DWA
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Delap Wealth Advisory’s Parker-Hannifin PH Stock Holding History

Delap Wealth Advisory’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 		$218K Sell
243
-28
-10% -$26.5K 0.08% 84
2025
Q4 		$238K Buy
+271
New +$222K 0.09% 87
2024
Q2 		– Sell
-436
Closed -$242K – 247
2024
Q1 		$242K Buy
+436
New +$222K 0.1% 203

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

Delap Wealth Advisory's PH Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Parker-Hannifin (PH) stake by 10% in Q1 2026, selling an estimated $26.5K and leaving 243 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #84.

Delap Wealth Advisory first reported a position in PH in Q1 2024 and has held it in 3 quarters since. The position peaked at $242K in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Delap Wealth Advisory held 243 shares of Parker-Hannifin worth $218K as of Q1 2026.
  • Delap Wealth Advisory sold 28 Parker-Hannifin shares in Q1 2026, an estimated $26.5K.
  • Parker-Hannifin made up 0.08% of Delap Wealth Advisory's portfolio in Q1 2026, its #84 holding.
  • Delap Wealth Advisory first reported a position in Parker-Hannifin in Q1 2024 and has held it in 3 quarters since.
  • Delap Wealth Advisory's Parker-Hannifin position peaked at $242K in Q1 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.