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

Endowment 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	$456K	Sell	509 -141	-22%	-$133K	0.2%	85
2025 Q4	$572K	Sell	650 -34	-5%	-$27.8K	0.26%	75
2025 Q3	$518K	Sell	684 -4	-0.6%	-$2.95K	0.24%	82
2025 Q2	$481K	Sell	688 -26	-4%	-$16.4K	0.25%	76
2025 Q1	$434K	Buy	714 +63	+10%	+$41.2K	0.28%	73
2024 Q4	$414K	Sell	651 -29	-4%	-$19.2K	0.28%	72
2024 Q3	$430K	Sell	680 -89	-12%	-$50.6K	0.28%	72
2024 Q2	$389K	Sell	769 -103	-12%	-$55.2K	0.28%	73
2024 Q1	$485K	Sell	872 -111	-11%	-$56.4K	0.36%	68
2023 Q4	$453K	Sell	983 -27	-3%	-$11.2K	0.38%	62
2023 Q3	$393K	Sell	1,010 -2	-0.2%	-$804	0.35%	72
2023 Q2	$395K	Buy	1,012 +63	+7%	+$21.3K	0.36%	70
2023 Q1	$319K	Sell	949 -11	-1%	-$3.64K	0.32%	79
2022 Q4	$279K	Buy	+960	New	+$275K	0.31%	81

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

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

Endowment Wealth Management reduced its Parker-Hannifin (PH) stake by 22% in Q1 2026, selling an estimated $133K and leaving 509 shares worth $456K. The position accounts for 0.2% of the portfolio, ranked #85.

Endowment Wealth Management first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $572K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Endowment Wealth Management held 509 shares of Parker-Hannifin worth $456K as of Q1 2026.
Endowment Wealth Management sold 141 Parker-Hannifin shares in Q1 2026, an estimated $133K.
Parker-Hannifin made up 0.2% of Endowment Wealth Management's portfolio in Q1 2026, its #85 holding.
Endowment Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
Endowment Wealth Management's Parker-Hannifin position peaked at $572K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.