Laurel Wealth Advisors (North Carolina)’s Parker-Hannifin PH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-13	Closed	-$11.4K	–	504
2025 Q4	$11.4K	Buy	+13	New	+$10.6K	﹤0.01%	476
2025 Q2	–	Sell	-13	Closed	-$7.9K	–	529
2025 Q1	$7.9K	Buy	13 +1	+8%	+$654	﹤0.01%	494
2024 Q4	$7.63K	Hold	12	–	–	﹤0.01%	511
2024 Q3	$7.58K	Buy	+12	New	+$6.82K	﹤0.01%	480

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

Laurel Wealth Advisors (North Carolina)'s PH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 13 shares — an estimated $11.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PH in Q3 2024 and held it in 4 quarters. The position peaked at $11.4K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 13 Parker-Hannifin shares in Q1 2026, an estimated $11.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Parker-Hannifin in Q3 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Parker-Hannifin position peaked at $11.4K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.