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Lake Street Private Wealth’s Parker-Hannifin PH Stock Holding History

Lake Street Private Wealth’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 		$447K Hold
499
– – 0.06% 178
2025
Q4 		$439K Buy
499
+6
+1% +$4.91K 0.05% 189
2025
Q3 		$374K Hold
493
– – 0.05% 199
2025
Q2 		$345K Sell
493
-53
-10% -$33.5K 0.05% 196
2025
Q1 		$332K Hold
546
– – 0.05% 189
2024
Q4 		$347K Hold
546
– – 0.06% 179
2024
Q3 		$345K Sell
546
-564
-51% -$320K 0.06% 200
2024
Q2 		$561K Sell
1,110
-23
-2% -$12.3K 0.07% 209
2024
Q1 		$629K Buy
1,133
+2
+0.2% +$1.02K 0.09% 199
2023
Q4 		$521K Sell
1,131
-47
-4% -$19.6K 0.08% 209
2023
Q3 		$462K Buy
1,178
+7
+0.6% +$2.81K 0.08% 193
2023
Q2 		$457K Buy
1,171
+24
+2% +$8.12K 0.08% 193
2023
Q1 		$386K Buy
1,147
+174
+18% +$57.6K 0.07% 204
2022
Q4 		$283K Sell
973
-46
-5% -$13.2K 0.06% 230
2022
Q3 		$247K Sell
1,019
-384
-27% -$104K 0.06% 236
2022
Q2 		$345K Sell
1,403
-269
-16% -$72K 0.07% 214
2022
Q1 		$474K Sell
1,672
-113
-6% -$34.1K 0.09% 190
2021
Q4 		$568K Buy
1,785
+1,043
+141% +$323K 0.1% 183
2021
Q3 		$207K Buy
742
+42
+6% +$12.5K 0.05% 221
2021
Q2 		$215K Buy
+700
New +$217K 0.05% 199

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

Lake Street Private Wealth's PH Position: Q1 2026 in Review

Lake Street Private Wealth held its Parker-Hannifin (PH) position steady in Q1 2026 at 499 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #178.

Lake Street Private Wealth first reported a position in PH in Q2 2021 and has held it in 20 quarters since. The position peaked at $629K in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Lake Street Private Wealth held 499 shares of Parker-Hannifin worth $447K as of Q1 2026.
  • Lake Street Private Wealth left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.06% of Lake Street Private Wealth's portfolio in Q1 2026, its #178 holding.
  • Lake Street Private Wealth first reported a position in Parker-Hannifin in Q2 2021 and has held it in 20 quarters since.
  • Lake Street Private Wealth's Parker-Hannifin position peaked at $629K in Q1 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.