High Net Worth Advisory Group’s Parker-Hannifin PH Stock Holding History

High Net Worth Advisory Group’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	$4.2M	Hold	4,694	–	–	0.98%	25
2025 Q4	$4.13M	Hold	4,694	–	–	0.95%	27
2025 Q3	$3.56M	Buy	4,694 +14	+0.3%	+$10.3K	0.86%	28
2025 Q2	$3.27M	Hold	4,680	–	–	0.87%	33
2025 Q1	$2.84M	Sell	4,680 -14	-0.3%	-$9.16K	0.8%	34
2024 Q4	$2.99M	Hold	4,694	–	–	0.83%	30
2024 Q3	$2.97M	Buy	4,694 +2,305	+96%	+$1.31M	0.81%	32
2024 Q2	$1.21M	Sell	2,389 -13	-0.5%	-$6.97K	0.37%	61
2024 Q1	$1.34M	Sell	2,402 -140	-6%	-$71.1K	0.42%	57
2023 Q4	$1.17M	Sell	2,542 -313	-11%	-$130K	0.43%	53
2023 Q3	$1.11M	Hold	2,855	–	–	0.45%	56
2023 Q2	$1.11M	Buy	2,855 +60	+2%	+$20.3K	0.43%	59
2023 Q1	$939K	Sell	2,795 -229	-8%	-$75.8K	0.38%	67
2022 Q4	$880K	Sell	3,024 -100	-3%	-$28.6K	0.34%	70
2022 Q3	$757K	Hold	3,124	–	–	0.32%	73
2022 Q2	$769K	Sell	3,124 -250	-7%	-$66.9K	0.32%	78
2022 Q1	$957K	Sell	3,374 -60	-2%	-$18.1K	0.35%	67
2021 Q4	$1.09M	Buy	+3,434	New	+$1.06M	0.38%	61

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

High Net Worth Advisory Group's PH Position: Q1 2026 in Review

High Net Worth Advisory Group held its Parker-Hannifin (PH) position steady in Q1 2026 at 4,694 shares worth $4.2M. The position accounts for 0.98% of the portfolio, ranked #25.

High Net Worth Advisory Group first reported a position in PH in Q4 2021 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

High Net Worth Advisory Group held 4,694 shares of Parker-Hannifin worth $4.2M as of Q1 2026.
High Net Worth Advisory Group left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.98% of High Net Worth Advisory Group's portfolio in Q1 2026, its #25 holding.
High Net Worth Advisory Group first reported a position in Parker-Hannifin in Q4 2021 and has held it in 18 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.