EWM
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Evermay Wealth Management’s Parker-Hannifin PH Stock Holding History

Evermay 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 		$438K Sell
489
-46
-9% -$43.5K 0.05% 130
2025
Q4 		$470K Buy
535
+9
+2% +$7.37K 0.05% 128
2025
Q3 		$399K Sell
526
-111
-17% -$81.9K 0.05% 145
2025
Q2 		$445K Buy
637
+194
+44% +$123K 0.05% 136
2025
Q1 		$269K Buy
443
+2
+0.5% +$1.31K 0.04% 166
2024
Q4 		$280K Buy
441
+3
+0.7% +$1.99K 0.04% 167
2024
Q3 		$277K Buy
438
+55
+14% +$31.2K 0.04% 165
2024
Q2 		$194K Sell
383
-23
-6% -$12.3K 0.03% 201
2024
Q1 		$226K Sell
406
-139
-26% -$70.6K 0.03% 189
2023
Q4 		$251K Sell
545
-21
-4% -$8.74K 0.05% 161
2023
Q3 		$220K Buy
566
+44
+8% +$17.7K 0.05% 160
2023
Q2 		$204K Sell
522
-13
-2% -$4.4K 0.04% 175
2023
Q1 		$180K Buy
535
+72
+16% +$23.8K 0.04% 185
2022
Q4 		$135K Buy
463
+114
+33% +$32.6K 0.03% 202
2022
Q3 		$85K Buy
349
+92
+36% +$24.9K 0.02% 232
2022
Q2 		$63K Buy
257
+32
+14% +$8.56K 0.01% 260
2022
Q1 		$64K Buy
+225
New +$67.8K 0.01% 280

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

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

Evermay Wealth Management reduced its Parker-Hannifin (PH) stake by 8.6% in Q1 2026, selling an estimated $43.5K and leaving 489 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #130.

Evermay Wealth Management first reported a position in PH in Q1 2022 and has held it in 17 quarters since. The position peaked at $470K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Evermay Wealth Management held 489 shares of Parker-Hannifin worth $438K as of Q1 2026.
  • Evermay Wealth Management sold 46 Parker-Hannifin shares in Q1 2026, an estimated $43.5K.
  • Parker-Hannifin made up 0.05% of Evermay Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Evermay Wealth Management first reported a position in Parker-Hannifin in Q1 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Parker-Hannifin position peaked at $470K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.