Golden State Wealth Management’s Parker-Hannifin PH Stock Holding History

Golden State Wealth 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	$115K	Hold	129	–	–	0.01%	486
2025 Q4	$113K	Hold	129	–	–	0.01%	496
2025 Q3	$97.8K	Hold	129	–	–	0.01%	507
2025 Q2	$90.1K	Sell	129 -38	-23%	-$24K	0.01%	509
2025 Q1	$102K	Sell	167 -15	-8%	-$9.81K	0.02%	439
2024 Q4	$116K	Buy	+182	New	+$121K	0.02%	405
2020 Q2	–	Sell	-477	Closed	-$62K	–	696
2020 Q1	$62K	Buy	+477	New	+$86.3K	0.03%	324
2019 Q4	–	Sell	-465	Closed	-$84K	–	684
2019 Q3	$84K	Hold	465	–	–	0.03%	336
2019 Q2	$79K	Sell	465 -20	-4%	-$3.45K	0.03%	371
2019 Q1	$83K	Buy	+485	New	+$80.4K	0.03%	354

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

Golden State Wealth Management's PH Position: Q1 2026 in Review

Golden State Wealth Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 129 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #486.

Golden State Wealth Management first reported a position in PH in Q1 2019 and has held it in 10 quarters since. The position peaked at $116K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Golden State Wealth Management held 129 shares of Parker-Hannifin worth $115K as of Q1 2026.
Golden State Wealth Management left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #486 holding.
Golden State Wealth Management first reported a position in Parker-Hannifin in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Parker-Hannifin position peaked at $116K in Q4 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.