Icon Wealth Advisors
PH icon

Icon Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Icon Wealth Advisors’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
Q3 		$255K Sell
267
-364
-58% -$357K 0.02% 362
2026
Q2 		$617K Buy
631
+296
+88% +$271K 0.04% 256
2026
Q1 		$317K Sell
335
-2
-0.6% -$1.89K 0.02% 317
2025
Q4 		$296K Hold
337
– – 0.02% 323
2025
Q3 		$255K Hold
337
– – 0.02% 337
2025
Q2 		$235K Sell
337
-12
-3% -$7.58K 0.02% 347
2025
Q1 		$212K Buy
349
+13
+4% +$8.5K 0.02% 340
2024
Q4 		$214K Hold
336
– – 0.02% 359
2024
Q3 		$212K Buy
336
+10
+3% +$5.68K 0.02% 347
2024
Q2 		$183K Buy
326
+23
+8% +$12.3K 0.02% 347
2024
Q1 		$168K Buy
+303
New +$154K 0.02% 366

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Icon Wealth Advisors's PH Position: Q3 2026 in Review

Icon Wealth Advisors reduced its Parker-Hannifin (PH) stake by 58% in Q3 2026, selling an estimated $357K and leaving 267 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #362.

Icon Wealth Advisors first reported a position in PH in Q1 2024 and has held it in 11 quarters since. The position peaked at $617K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Icon Wealth Advisors held 267 shares of Parker-Hannifin worth $255K as of Q3 2026.
  • Icon Wealth Advisors sold 364 Parker-Hannifin shares in Q3 2026, an estimated $357K.
  • Parker-Hannifin made up 0.02% of Icon Wealth Advisors's portfolio in Q3 2026, its #362 holding.
  • Icon Wealth Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Parker-Hannifin position peaked at $617K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.