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

Evolve 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 		$827K Buy
924
+243
+36% +$230K 0.04% 383
2025
Q4 		$599K Buy
+681
New +$557K 0.04% 463

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

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

Evolve Private Wealth increased its Parker-Hannifin (PH) stake by 36% in Q1 2026, buying an estimated $230K and bringing the position to 924 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #383.

Evolve Private Wealth first reported a position in PH in Q4 2025 and has held it in 2 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Evolve Private Wealth held 924 shares of Parker-Hannifin worth $827K as of Q1 2026.
  • Evolve Private Wealth bought 243 Parker-Hannifin shares in Q1 2026, an estimated $230K.
  • Parker-Hannifin made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #383 holding.
  • Evolve Private Wealth first reported a position in Parker-Hannifin in Q4 2025 and has held it in 2 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.