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GeoWealth Management’s Parker-Hannifin PH Stock Holding History

GeoWealth 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 		$1.07M Sell
1,199
-420
-26% -$398K 0.04% 270
2025
Q4 		$1.42M Sell
1,619
-11
-0.7% -$9K 0.05% 212
2025
Q3 		$1.24M Sell
1,630
-337
-17% -$249K 0.05% 256
2025
Q2 		$1.37M Buy
1,967
+245
+14% +$155K 0.05% 199
2025
Q1 		$1.05M Sell
1,722
-535
-24% -$350K 0.04% 248
2024
Q4 		$1.44M Sell
2,257
-520
-19% -$344K 0.05% 227
2024
Q3 		$1.75M Buy
2,777
+378
+16% +$215K 0.06% 203
2024
Q2 		$1.21M Buy
2,399
+171
+8% +$91.7K 0.05% 228
2024
Q1 		$1.24M Buy
2,228
+370
+20% +$188K 0.05% 252
2023
Q4 		$856K Buy
1,858
+1,783
+2,377% +$742K 0.07% 233
2023
Q3 		$30K Buy
75
+22
+42% +$8.84K ﹤0.01% 418
2023
Q2 		$20K Sell
53
-1
-2% -$338 ﹤0.01% 372
2023
Q1 		$18K Sell
54
-2
-4% -$662 ﹤0.01% 325
2022
Q4 		$17K Sell
56
-8
-13% -$2.29K ﹤0.01% 327
2022
Q3 		$15K Sell
64
-5
-7% -$1.35K ﹤0.01% 323
2022
Q2 		$17K Sell
69
-21
-23% -$5.62K ﹤0.01% 312
2022
Q1 		$26K Sell
90
-8
-8% -$2.41K ﹤0.01% 358
2021
Q4 		$31K Buy
98
+25
+34% +$7.73K ﹤0.01% 331
2021
Q3 		$21K Sell
73
-151
-67% -$44.9K ﹤0.01% 370
2021
Q2 		$69K Buy
+224
New +$69.3K 0.01% 235

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

GeoWealth Management's PH Position: Q1 2026 in Review

GeoWealth Management reduced its Parker-Hannifin (PH) stake by 26% in Q1 2026, selling an estimated $398K and leaving 1,199 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #270.

GeoWealth Management first reported a position in PH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • GeoWealth Management held 1,199 shares of Parker-Hannifin worth $1.07M as of Q1 2026.
  • GeoWealth Management sold 420 Parker-Hannifin shares in Q1 2026, an estimated $398K.
  • Parker-Hannifin made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #270 holding.
  • GeoWealth Management first reported a position in Parker-Hannifin in Q2 2021 and has held it in 20 quarters since.
  • GeoWealth Management's Parker-Hannifin position peaked at $1.75M in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.