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Integrated Wealth Concepts’s Parker-Hannifin PH Stock Holding History

Integrated Wealth Concepts’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 		$1.68M Buy
+1,882
New +$1.78M 0.01% 832
2025
Q4 		– Sell
-1,561
Closed -$1.18M – 1939
2025
Q3 		$1.18M Buy
1,561
+119
+8% +$87.8K 0.01% 895
2025
Q2 		$1.01M Sell
1,442
-226
-14% -$143K 0.01% 909
2025
Q1 		$1.01M Buy
1,668
+286
+21% +$187K 0.01% 825
2024
Q4 		$879K Buy
1,382
+27
+2% +$17.9K 0.01% 880
2024
Q3 		$856K Sell
1,355
-28
-2% -$15.9K 0.01% 868
2024
Q2 		$700K Buy
1,383
+268
+24% +$144K 0.01% 905
2024
Q1 		$620K Buy
1,115
+264
+31% +$134K 0.01% 953
2023
Q4 		$392K Sell
851
-151
-15% -$62.9K 0.01% 1110
2023
Q3 		$390K Buy
1,002
+371
+59% +$149K 0.01% 1096
2023
Q2 		$246K Buy
+631
New +$214K ﹤0.01% 1325

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

Integrated Wealth Concepts's PH Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Parker-Hannifin (PH) in Q1 2026: 1,882 shares worth $1.68M. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PH as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PH in Q2 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Integrated Wealth Concepts held 1,882 shares of Parker-Hannifin worth $1.68M as of Q1 2026.
  • Parker-Hannifin was a new Integrated Wealth Concepts position in Q1 2026.
  • Parker-Hannifin made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #832 holding.
  • Integrated Wealth Concepts first reported a position in Parker-Hannifin in Q2 2023 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.