MWM
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Modern Wealth Management’s Parker-Hannifin PH Stock Holding History

Modern 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 		$352K Buy
382
+71
+23% +$67.2K 0.01% 668
2025
Q4 		$274K Buy
+311
New +$255K 0.01% 711

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

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

Modern Wealth Management increased its Parker-Hannifin (PH) stake by 23% in Q1 2026, buying an estimated $67.2K and bringing the position to 382 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #668.

Modern Wealth Management first reported a position in PH in Q4 2025 and has held it in 2 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Modern Wealth Management held 382 shares of Parker-Hannifin worth $352K as of Q1 2026.
  • Modern Wealth Management bought 71 Parker-Hannifin shares in Q1 2026, an estimated $67.2K.
  • Parker-Hannifin made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #668 holding.
  • Modern Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 2 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.