Modera Wealth Management’s Parker-Hannifin PH Stock Holding History

Modera Wealth Management’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	$497K	Buy	555 +69	+14%	+$65.3K	0.01%	435
2025 Q4	$427K	Buy	486 +35	+8%	+$28.6K	﹤0.01%	485
2025 Q3	$342K	Sell	451 -5	-1%	-$3.69K	﹤0.01%	517
2025 Q2	$319K	Sell	456 -70	-13%	-$44.2K	﹤0.01%	525
2025 Q1	$320K	Sell	526 -5	-0.9%	-$3.27K	﹤0.01%	503
2024 Q4	$338K	Buy	531 +75	+16%	+$49.7K	﹤0.01%	494
2024 Q3	$288K	Sell	456 -28	-6%	-$15.9K	﹤0.01%	498
2024 Q2	$245K	Buy	484 +54	+13%	+$29K	﹤0.01%	506
2024 Q1	$239K	Buy	+430	New	+$218K	﹤0.01%	518
2023 Q3	–	Sell	-534	Closed	-$208K	–	573
2023 Q2	$208K	Buy	+534	New	+$181K	﹤0.01%	526
2022 Q1	–	Sell	-1,673	Closed	-$532K	–	530
2021 Q4	$532K	Buy	+1,673	New	+$517K	0.02%	263

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

Modera Wealth Management's PH Position: Q1 2026 in Review

Modera Wealth Management increased its Parker-Hannifin (PH) stake by 14% in Q1 2026, buying an estimated $65.3K and bringing the position to 555 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #435.

Modera Wealth Management first reported a position in PH in Q4 2021 and has held it in 11 quarters since. The position peaked at $532K in Q4 2021. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Modera Wealth Management held 555 shares of Parker-Hannifin worth $497K as of Q1 2026.
Modera Wealth Management bought 69 Parker-Hannifin shares in Q1 2026, an estimated $65.3K.
Parker-Hannifin made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #435 holding.
Modera Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 11 quarters since.
Modera Wealth Management's Parker-Hannifin position peaked at $532K in Q4 2021.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.