Financial Synergies Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Financial Synergies 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	–	Sell	-267	Closed	-$235K	–	114
2025 Q4	$235K	Sell	267 -7	-3%	-$5.73K	0.02%	97
2025 Q3	$208K	Buy	+274	New	+$202K	0.02%	90
2024 Q2	–	Sell	-109	Closed	-$60.7K	–	353
2024 Q1	$60.7K	Buy	109 +44	+68%	+$22.4K	0.01%	117
2023 Q4	$18.9K	Sell	65 -44	-40%	-$18.3K	﹤0.01%	142
2023 Q3	$42.5K	Buy	109 +44	+68%	+$17.7K	0.01%	118
2023 Q2	$25.4K	Sell	65 -12	-16%	-$4.06K	﹤0.01%	148
2023 Q1	$25.9K	Buy	77 +12	+18%	+$3.97K	﹤0.01%	153
2022 Q4	$18.9K	Buy	+65	New	+$18.6K	﹤0.01%	142

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Synergies Wealth Advisors's PH Position: Q1 2026 in Review

Financial Synergies Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 267 shares — an estimated $235K sold.

Financial Synergies Wealth Advisors first reported a position in PH in Q4 2022 and held it in 8 quarters. The position peaked at $235K in Q4 2025. 1,930 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Financial Synergies Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 267 Parker-Hannifin shares in Q1 2026, an estimated $235K.
Financial Synergies Wealth Advisors first reported a position in Parker-Hannifin in Q4 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Parker-Hannifin position peaked at $235K in Q4 2025.
1,930 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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