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

Evercore 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 		$2.33M Sell
2,604
-337
-11% -$319K 0.04% 142
2025
Q4 		$2.59M Sell
2,941
-5
-0.2% -$4.09K 0.04% 144
2025
Q3 		$2.23M Sell
2,946
-67
-2% -$49.4K 0.03% 151
2025
Q2 		$2.1M Buy
3,013
+435
+17% +$275K 0.03% 152
2025
Q1 		$1.57M Sell
2,578
-175
-6% -$114K 0.03% 181
2024
Q4 		$1.75M Hold
2,753
– – 0.03% 168
2024
Q3 		$1.74M Sell
2,753
-186
-6% -$106K 0.03% 170
2024
Q2 		$1.49M Sell
2,939
-20
-0.7% -$10.7K 0.02% 187
2024
Q1 		$1.64M Buy
2,959
+12
+0.4% +$6.1K 0.03% 178
2023
Q4 		$1.36M Sell
2,947
-40
-1% -$16.7K 0.02% 193
2023
Q3 		$1.16M Sell
2,987
-2
-0.1% -$804 0.02% 202
2023
Q2 		$1.17M Buy
+2,989
New +$1.01M 0.02% 202
2018
Q1 		– Sell
-450
Closed -$90K – 676
2017
Q4 		$90K Hold
450
– – ﹤0.01% 487
2017
Q3 		$79K Hold
450
– – ﹤0.01% 503
2017
Q2 		$72K Hold
450
– – ﹤0.01% 527
2017
Q1 		$72K Sell
450
-10
-2% -$1.52K ﹤0.01% 541
2016
Q4 		$64K Sell
460
-390
-46% -$51.9K ﹤0.01% 563
2016
Q3 		$107K Hold
850
– – ﹤0.01% 467
2016
Q2 		$92K Buy
850
+300
+55% +$33.6K ﹤0.01% 476
2016
Q1 		$61K Hold
550
– – ﹤0.01% 533
2015
Q4 		$53K Buy
+550
New +$55.7K ﹤0.01% 584
2015
Q3 		– Sell
-410
Closed -$48K – 1035
2015
Q2 		$48K Hold
410
– – ﹤0.01% 642
2015
Q1 		$49K Sell
410
-147
-26% -$17.8K ﹤0.01% 631
2014
Q4 		$72K Sell
557
-38
-6% -$4.66K ﹤0.01% 507
2014
Q3 		$67K Sell
595
-11
-2% -$1.3K ﹤0.01% 572
2014
Q2 		$75K Buy
606
+49
+9% +$6.11K ﹤0.01% 554
2014
Q1 		$67K Sell
557
-78
-12% -$9.36K ﹤0.01% 549
2013
Q4 		$82K Sell
635
-9,427
-94% -$1.1M ﹤0.01% 487
2013
Q3 		$1.09M Sell
10,062
-7,088
-41% -$730K 0.06% 202
2013
Q2 		$1.64M Buy
+17,150
New +$1.61M 0.09% 172

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

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

Evercore Wealth Management reduced its Parker-Hannifin (PH) stake by 11% in Q1 2026, selling an estimated $319K and leaving 2,604 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #142.

Evercore Wealth Management first reported a position in PH in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.59M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Evercore Wealth Management held 2,604 shares of Parker-Hannifin worth $2.33M as of Q1 2026.
  • Evercore Wealth Management sold 337 Parker-Hannifin shares in Q1 2026, an estimated $319K.
  • Parker-Hannifin made up 0.04% of Evercore Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Evercore Wealth Management first reported a position in Parker-Hannifin in Q2 2013 and has held it in 30 quarters since.
  • Evercore Wealth Management's Parker-Hannifin position peaked at $2.59M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.