HWM
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HB Wealth Management’s Parker-Hannifin PH Stock Holding History

HB 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 		$8.57M Buy
9,577
+779
+9% +$737K 0.06% 177
2025
Q4 		$7.73M Buy
8,798
+395
+5% +$323K 0.05% 192
2025
Q3 		$6.37M Buy
8,403
+647
+8% +$477K 0.04% 220
2025
Q2 		$5.42M Sell
7,756
-1,167
-13% -$737K 0.04% 216
2025
Q1 		$5.42M Buy
8,923
+3,961
+80% +$2.59M 0.05% 216
2024
Q4 		$3.16M Buy
4,962
+1,024
+26% +$678K 0.03% 217
2024
Q3 		$2.49M Buy
3,938
+351
+10% +$199K 0.03% 242
2024
Q2 		$1.81M Buy
3,587
+203
+6% +$109K 0.02% 277
2024
Q1 		$1.88M Sell
3,384
-80
-2% -$40.6K 0.02% 259
2023
Q4 		$1.6M Buy
3,464
+7
+0.2% +$2.91K 0.02% 255
2023
Q3 		$1.35M Buy
3,457
+230
+7% +$92.4K 0.02% 264
2023
Q2 		$1.26M Buy
3,227
+112
+4% +$37.9K 0.02% 266
2023
Q1 		$1.05M Buy
3,115
+89
+3% +$29.5K 0.02% 280
2022
Q4 		$881K Buy
3,026
+75
+3% +$21.5K 0.02% 301
2022
Q3 		$715K Sell
2,951
-227
-7% -$61.4K 0.02% 297
2022
Q2 		$782K Buy
3,178
+2,081
+190% +$557K 0.02% 284
2022
Q1 		$311K Buy
+1,097
New +$331K 0.01% 446

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

HB Wealth Management's PH Position: Q1 2026 in Review

HB Wealth Management increased its Parker-Hannifin (PH) stake by 8.9% in Q1 2026, buying an estimated $737K and bringing the position to 9,577 shares worth $8.57M. The position accounts for 0.06% of the portfolio, ranked #177.

HB Wealth Management first reported a position in PH in Q1 2022 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • HB Wealth Management held 9,577 shares of Parker-Hannifin worth $8.57M as of Q1 2026.
  • HB Wealth Management bought 779 Parker-Hannifin shares in Q1 2026, an estimated $737K.
  • Parker-Hannifin made up 0.06% of HB Wealth Management's portfolio in Q1 2026, its #177 holding.
  • HB Wealth Management first reported a position in Parker-Hannifin in Q1 2022 and has held it in 17 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.