Financial Engines Advisors’s Parker-Hannifin PH Stock Holding History

Financial Engines 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	$283K	Sell	316 -91	-22%	-$86.1K	﹤0.01%	478
2025 Q4	$358K	Sell	407 -176	-30%	-$144K	﹤0.01%	443
2025 Q3	$442K	Buy	583 +26	+5%	+$19.2K	﹤0.01%	413
2025 Q2	$389K	Buy	+557	New	+$352K	﹤0.01%	408
2024 Q4	–	Sell	-546	Closed	-$345K	–	456
2024 Q3	$345K	Buy	546 +22	+4%	+$12.5K	﹤0.01%	317
2024 Q2	$265K	Hold	524	–	–	﹤0.01%	320
2024 Q1	$291K	Buy	+524	New	+$266K	﹤0.01%	298

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

Financial Engines Advisors's PH Position: Q1 2026 in Review

Financial Engines Advisors reduced its Parker-Hannifin (PH) stake by 22% in Q1 2026, selling an estimated $86.1K and leaving 316 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Financial Engines Advisors first reported a position in PH in Q1 2024 and has held it in 7 quarters since. The position peaked at $442K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Financial Engines Advisors held 316 shares of Parker-Hannifin worth $283K as of Q1 2026.
Financial Engines Advisors sold 91 Parker-Hannifin shares in Q1 2026, an estimated $86.1K.
Parker-Hannifin made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #478 holding.
Financial Engines Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 7 quarters since.
Financial Engines Advisors's Parker-Hannifin position peaked at $442K in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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