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Medallion Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Medallion Wealth Advisors’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 		$24.2K Sell
27
-3
-10% -$2.84K 0.01% 619
2025
Q4 		$26.4K Hold
30
– – 0.01% 586
2025
Q3 		$22.7K Hold
30
– – 0.01% 609
2025
Q2 		$21K Hold
30
– – 0.01% 613
2025
Q1 		$18.2K Hold
30
– – 0.01% 590
2024
Q4 		$18.2K Buy
+30
New +$19.9K 0.01% 571

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

Medallion Wealth Advisors's PH Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Parker-Hannifin (PH) stake by 10% in Q1 2026, selling an estimated $2.84K and leaving 27 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #619.

Medallion Wealth Advisors first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4K in Q4 2025. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Medallion Wealth Advisors held 27 shares of Parker-Hannifin worth $24.2K as of Q1 2026.
  • Medallion Wealth Advisors sold 3 Parker-Hannifin shares in Q1 2026, an estimated $2.84K.
  • Parker-Hannifin made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #619 holding.
  • Medallion Wealth Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Parker-Hannifin position peaked at $26.4K in Q4 2025.
  • 1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.