IMA Advisory Services’s Parker-Hannifin PH Stock Holding History

IMA Advisory Services’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	$895	Hold	1	–	–	﹤0.01%	796
2025 Q4	$878	Hold	1	–	–	﹤0.01%	804
2025 Q3	$758	Hold	1	–	–	﹤0.01%	379
2025 Q2	$698	Buy	+1	New	+$632	﹤0.01%	373
2019 Q1	–	Sell	-72	Closed	-$11K	–	321
2018 Q4	$11K	Hold	72	–	–	0.01%	216
2018 Q3	$13K	Sell	72 -7	-9%	-$1.2K	0.01%	212
2018 Q2	$12K	Buy	+79	New	+$13.5K	0.01%	255

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

IMA Advisory Services's PH Position: Q1 2026 in Review

IMA Advisory Services held its Parker-Hannifin (PH) position steady in Q1 2026 at 1 share worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #796.

IMA Advisory Services first reported a position in PH in Q2 2018 and has held it in 7 quarters since. The position peaked at $13K in Q3 2018. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

IMA Advisory Services held 1 share of Parker-Hannifin worth $895 as of Q1 2026.
IMA Advisory Services left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #796 holding.
IMA Advisory Services first reported a position in Parker-Hannifin in Q2 2018 and has held it in 7 quarters since.
IMA Advisory Services's Parker-Hannifin position peaked at $13K in Q3 2018.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.