Evergreen Private Wealth’s Parker-Hannifin PH Stock Holding History

Evergreen Private Wealth’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	$3.98M	Sell	4,443 -127	-3%	-$120K	1.61%	30
2025 Q4	$4.02M	Sell	4,570 -774	-14%	-$633K	1.58%	27
2025 Q3	$4.05M	Sell	5,344 -100	-2%	-$73.8K	1.64%	28
2025 Q2	$3.8M	Buy	5,444 +111	+2%	+$70.1K	1.59%	27
2025 Q1	$3.24M	Sell	5,333 -5	-0.1%	-$3.27K	1.52%	28
2024 Q4	$3.4M	Buy	5,338 +3	+0.1%	+$1.99K	1.59%	28
2024 Q3	$3.37M	Buy	5,335 +50	+0.9%	+$28.4K	1.56%	28
2024 Q2	$2.67M	Buy	5,285 +95	+2%	+$50.9K	1.32%	36
2024 Q1	$2.88M	Buy	+5,190	New	+$2.64M	1.45%	34

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

Evergreen Private Wealth's PH Position: Q1 2026 in Review

Evergreen Private Wealth reduced its Parker-Hannifin (PH) stake by 2.8% in Q1 2026, selling an estimated $120K and leaving 4,443 shares worth $3.98M. The position accounts for 1.61% of the portfolio, ranked #30.

Evergreen Private Wealth first reported a position in PH in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.05M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Evergreen Private Wealth held 4,443 shares of Parker-Hannifin worth $3.98M as of Q1 2026.
Evergreen Private Wealth sold 127 Parker-Hannifin shares in Q1 2026, an estimated $120K.
Parker-Hannifin made up 1.61% of Evergreen Private Wealth's portfolio in Q1 2026, its #30 holding.
Evergreen Private Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
Evergreen Private Wealth's Parker-Hannifin position peaked at $4.05M in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.