LCWP
PH icon

Legacy Capital Wealth Partners’s Parker-Hannifin PH Stock Holding History

Legacy Capital Wealth Partners’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 		$939K Buy
1,049
+39
+4% +$36.9K 0.19% 112
2025
Q4 		$888K Buy
1,010
+75
+8% +$61.4K 0.19% 110
2025
Q3 		$709K Buy
935
+471
+102% +$348K 0.15% 143
2025
Q2 		$324K Buy
464
+5
+1% +$3.16K 0.07% 289
2025
Q1 		$279K Buy
+459
New +$300K 0.07% 290

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

Legacy Capital Wealth Partners's PH Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Parker-Hannifin (PH) stake by 3.9% in Q1 2026, buying an estimated $36.9K and bringing the position to 1,049 shares worth $939K. The position accounts for 0.19% of the portfolio, ranked #112.

Legacy Capital Wealth Partners first reported a position in PH in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Legacy Capital Wealth Partners held 1,049 shares of Parker-Hannifin worth $939K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 39 Parker-Hannifin shares in Q1 2026, an estimated $36.9K.
  • Parker-Hannifin made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Legacy Capital Wealth Partners first reported a position in Parker-Hannifin in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.