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

KPP 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	$2.63M	Sell	2,933 -46	-2%	-$43.5K	0.38%	65
2025 Q4	$2.62M	Buy	2,979 +65	+2%	+$53.2K	0.38%	61
2025 Q3	$2.21M	Buy	2,914 +53	+2%	+$39.1K	0.33%	69
2025 Q2	$2M	Buy	2,861 +210	+8%	+$133K	0.33%	70
2025 Q1	$1.61M	Buy	2,651 +291	+12%	+$190K	0.31%	81
2024 Q4	$1.5M	Buy	2,360 +68	+3%	+$45K	0.35%	67
2024 Q3	$1.45M	Buy	2,292 +57	+3%	+$32.4K	0.35%	66
2024 Q2	$1.13M	Buy	2,235 +170	+8%	+$91.2K	0.3%	74
2024 Q1	$1.15M	Buy	2,065 +288	+16%	+$146K	0.32%	69
2023 Q4	$819K	Buy	1,777 +135	+8%	+$56.2K	0.72%	35
2023 Q3	$640K	Buy	+1,642	New	+$660K	0.21%	90

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

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

KPP Advisory Services reduced its Parker-Hannifin (PH) stake by 1.5% in Q1 2026, selling an estimated $43.5K and leaving 2,933 shares worth $2.63M. The position accounts for 0.38% of the portfolio, ranked #65.

KPP Advisory Services first reported a position in PH in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

KPP Advisory Services held 2,933 shares of Parker-Hannifin worth $2.63M as of Q1 2026.
KPP Advisory Services sold 46 Parker-Hannifin shares in Q1 2026, an estimated $43.5K.
Parker-Hannifin made up 0.38% of KPP Advisory Services's portfolio in Q1 2026, its #65 holding.
KPP Advisory Services first reported a position in Parker-Hannifin in Q3 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 KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.