EWA
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EverSource Wealth Advisors’s Parker-Hannifin PH Stock Holding History

EverSource Wealth Advisors’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 		$1.12M Buy
1,255
+75
+6% +$71K 0.03% 352
2025
Q4 		$1.04M Buy
1,180
+42
+4% +$34.4K 0.04% 331
2025
Q3 		$863K Buy
1,138
+27
+2% +$19.9K 0.03% 345
2025
Q2 		$776K Buy
1,111
+220
+25% +$139K 0.04% 338
2025
Q1 		$542K Buy
891
+207
+30% +$135K 0.03% 367
2024
Q4 		$435K Buy
684
+258
+61% +$171K 0.02% 403
2024
Q3 		$269K Buy
426
+24
+6% +$13.6K 0.02% 478
2024
Q2 		$226K Buy
402
+14
+4% +$7.51K 0.02% 519
2024
Q1 		$211K Sell
388
-40
-9% -$20.3K 0.02% 470
2023
Q4 		$197K Buy
428
+16
+4% +$6.66K 0.02% 434
2023
Q3 		$160K Sell
412
-25
-6% -$10K 0.02% 448
2023
Q2 		$170K Sell
437
-23
-5% -$7.78K 0.02% 443
2023
Q1 		$154K Sell
460
-65
-12% -$21.5K 0.02% 429
2022
Q4 		$153K Sell
525
-45
-8% -$12.9K 0.02% 400
2022
Q3 		$138K Sell
570
-317
-36% -$85.8K 0.03% 357
2022
Q2 		$218K Sell
887
-287
-24% -$76.8K 0.06% 247
2022
Q1 		$333K Buy
1,174
+211
+22% +$63.6K 0.08% 197
2021
Q4 		$306K Buy
+963
New +$298K 0.09% 170

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

EverSource Wealth Advisors's PH Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Parker-Hannifin (PH) stake by 6.4% in Q1 2026, buying an estimated $71K and bringing the position to 1,255 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #352.

EverSource Wealth Advisors first reported a position in PH in Q4 2021 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • EverSource Wealth Advisors held 1,255 shares of Parker-Hannifin worth $1.12M as of Q1 2026.
  • EverSource Wealth Advisors bought 75 Parker-Hannifin shares in Q1 2026, an estimated $71K.
  • Parker-Hannifin made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #352 holding.
  • EverSource Wealth Advisors first reported a position in Parker-Hannifin in Q4 2021 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.