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

Heirloom 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 		$13.8M Sell
15,400
-848
-5% -$803K 2.48% 15
2025
Q4 		$14.3M Buy
16,248
+202
+1% +$165K 3.3% 13
2025
Q3 		$12.2M Buy
16,046
+246
+2% +$182K 2.94% 14
2025
Q2 		$11M Sell
15,800
-3
-0% -$1.9K 2.91% 13
2025
Q1 		$9.61M Buy
15,803
+570
+4% +$373K 2.75% 14
2024
Q4 		$9.69M Buy
15,233
+981
+7% +$650K 2.91% 12
2024
Q3 		$9M Buy
14,252
+221
+2% +$126K 2.81% 12
2024
Q2 		$7.1M Sell
14,031
-123
-0.9% -$66K 2.3% 14
2024
Q1 		$7.87M Sell
14,154
-295
-2% -$150K 2.68% 12
2023
Q4 		$6.66M Buy
14,449
+352
+2% +$147K 2.55% 14
2023
Q3 		$5.49M Sell
14,097
-156
-1% -$62.7K 2.44% 15
2023
Q2 		$5.56M Buy
+14,253
New +$4.82M 2.42% 15

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

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

Heirloom Wealth Management reduced its Parker-Hannifin (PH) stake by 5.2% in Q1 2026, selling an estimated $803K and leaving 15,400 shares worth $13.8M. The position accounts for 2.48% of the portfolio, ranked #15.

Heirloom Wealth Management first reported a position in PH in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Heirloom Wealth Management held 15,400 shares of Parker-Hannifin worth $13.8M as of Q1 2026.
  • Heirloom Wealth Management sold 848 Parker-Hannifin shares in Q1 2026, an estimated $803K.
  • Parker-Hannifin made up 2.48% of Heirloom Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Heirloom Wealth Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
  • Heirloom Wealth Management's Parker-Hannifin position peaked at $14.3M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.