IAG Wealth Partners’s Parker-Hannifin PH Stock Holding History

IAG Wealth Partners’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	$62.7K	Sell	70 -1	-1%	-$946	0.01%	195
2025 Q4	$62.4K	Hold	71	–	–	0.01%	192
2025 Q3	$53.8K	Buy	71 +21	+42%	+$15.5K	0.01%	204
2025 Q2	$34.9K	Hold	50	–	–	﹤0.01%	230
2025 Q1	$30.4K	Hold	50	–	–	﹤0.01%	236
2024 Q4	$31.8K	Hold	50	–	–	0.01%	234
2024 Q3	$31.6K	Hold	50	–	–	0.01%	233
2024 Q2	$25.3K	Hold	50	–	–	0.01%	249
2024 Q1	$27.8K	Hold	50	–	–	0.01%	212
2023 Q4	$23K	Hold	50	–	–	0.01%	224
2023 Q3	$19.5K	Hold	50	–	–	0.01%	228
2023 Q2	$19.5K	Hold	50	–	–	0.01%	244
2023 Q1	$16.8K	Hold	50	–	–	﹤0.01%	243
2022 Q4	$14.6K	Hold	50	–	–	﹤0.01%	249
2022 Q3	$12K	Hold	50	–	–	﹤0.01%	260
2022 Q2	$12K	Hold	50	–	–	﹤0.01%	261
2022 Q1	$14K	Hold	50	–	–	﹤0.01%	261
2021 Q4	$16K	Hold	50	–	–	0.01%	247
2021 Q3	$14K	Hold	50	–	–	0.01%	233
2021 Q2	$16K	Hold	50	–	–	0.01%	211
2021 Q1	$16K	Hold	50	–	–	0.01%	206
2020 Q4	$14K	Hold	50	–	–	0.01%	203
2020 Q3	$11K	Hold	50	–	–	0.01%	219
2020 Q2	$10K	Hold	50	–	–	﹤0.01%	227
2020 Q1	$7K	Hold	50	–	–	﹤0.01%	248
2019 Q4	$11K	Buy	+50	New	+$9.69K	0.01%	248

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

IAG Wealth Partners's PH Position: Q1 2026 in Review

IAG Wealth Partners reduced its Parker-Hannifin (PH) stake by 1.4% in Q1 2026, selling an estimated $946 and leaving 70 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #195.

IAG Wealth Partners first reported a position in PH in Q4 2019 and has held it in 26 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

IAG Wealth Partners held 70 shares of Parker-Hannifin worth $62.7K as of Q1 2026.
IAG Wealth Partners sold 1 Parker-Hannifin share in Q1 2026, an estimated $946.
Parker-Hannifin made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #195 holding.
IAG Wealth Partners first reported a position in Parker-Hannifin in Q4 2019 and has held it in 26 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.