Financial Gravity Asset Management’s Parker-Hannifin PH Stock Holding History

Financial Gravity Asset 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	$3.58K	Buy	+4	New	+$3.79K	﹤0.01%	679
2025 Q4	–	Sell	-50	Closed	-$37.6K	–	881
2025 Q3	$37.6K	Buy	+50	New	+$36.9K	0.01%	331
2024 Q2	–	Sell	-12	Closed	-$6.84K	–	2150
2024 Q1	$6.84K	Buy	+12	New	+$6.1K	﹤0.01%	802
2023 Q4	–	Hold	0	–	–	–	1066
2023 Q3	–	Sell	-390	Closed	-$157K	–	844
2023 Q2	$12.1K	Buy	390 +54	+16%	+$18.3K	0.03%	261
2023 Q1	$371	Buy	+336	New	+$111K	0.01%	496
2018 Q3	$0	Sell	2 -163	-99%	-$28K	﹤0.01%	1565
2018 Q2	$28K	Buy	+165	New	+$28.1K	0.03%	435

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 Gravity Asset Management's PH Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Parker-Hannifin (PH) in Q1 2026: 4 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PH as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in PH in Q2 2018 and has held it in 7 quarters since. The position peaked at $37.6K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Financial Gravity Asset Management held 4 shares of Parker-Hannifin worth $3.58K as of Q1 2026.
Parker-Hannifin was a new Financial Gravity Asset Management position in Q1 2026.
Parker-Hannifin made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #679 holding.
Financial Gravity Asset Management first reported a position in Parker-Hannifin in Q2 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Parker-Hannifin position peaked at $37.6K in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.