IWA
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
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 $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

Icon Wealth Advisors's PH Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Parker-Hannifin (PH) stake by 0.59% in Q1 2026, selling an estimated $1.89K and leaving 335 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #317.

Icon Wealth Advisors first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Icon Wealth Advisors held 335 shares of Parker-Hannifin worth $317K as of Q1 2026.
  • Icon Wealth Advisors sold 2 Parker-Hannifin shares in Q1 2026, an estimated $1.89K.
  • Parker-Hannifin made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #317 holding.
  • Icon Wealth Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.