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Fortis Group Advisors’s Parker-Hannifin PH Stock Holding History

Fortis Group 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 		$9.85K Hold
11
– – ﹤0.01% 384
2025
Q4 		$9.67K Hold
11
– – ﹤0.01% 385
2025
Q3 		$8.34K Hold
11
– – ﹤0.01% 355
2025
Q2 		$7.68K Hold
11
– – ﹤0.01% 350
2025
Q1 		$6.69K Hold
11
– – ﹤0.01% 329
2024
Q4 		$7K Hold
11
– – ﹤0.01% 333
2024
Q3 		$6.95K Hold
11
– – ﹤0.01% 329
2024
Q2 		$5.56K Hold
11
– – ﹤0.01% 344
2024
Q1 		$6.11K Sell
11
-11
-50% -$5.59K ﹤0.01% 356
2023
Q4 		$10.1K Buy
22
+11
+100% +$4.58K ﹤0.01% 300
2023
Q3 		$4.29K Buy
+11
New +$4.42K ﹤0.01% 302
2020
Q3 		$2K Buy
+11
New +$2.16K ﹤0.01% 402

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

Fortis Group Advisors's PH Position: Q1 2026 in Review

Fortis Group Advisors held its Parker-Hannifin (PH) position steady in Q1 2026 at 11 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Fortis Group Advisors first reported a position in PH in Q3 2020 and has held it in 12 quarters since. The position peaked at $10.1K in Q4 2023. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Fortis Group Advisors held 11 shares of Parker-Hannifin worth $9.85K as of Q1 2026.
  • Fortis Group Advisors left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #384 holding.
  • Fortis Group Advisors first reported a position in Parker-Hannifin in Q3 2020 and has held it in 12 quarters since.
  • Fortis Group Advisors's Parker-Hannifin position peaked at $10.1K in Q4 2023.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.