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

Momentous 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 		$944K Buy
1,054
+52
+5% +$49.2K 0.54% 15
2025
Q4 		$881K Sell
1,002
-7
-0.7% -$5.73K 0.5% 17
2025
Q3 		$765K Sell
1,009
-7
-0.7% -$5.17K 0.49% 16
2025
Q2 		$710K Sell
1,016
-3,014
-75% -$1.9M 0.46% 19
2025
Q1 		$2.45M Buy
4,030
+12
+0.3% +$7.85K 1.73% 11
2024
Q4 		$2.56M Buy
+4,018
New +$2.66M 2.12% 10

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

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

Momentous Wealth Management increased its Parker-Hannifin (PH) stake by 5.2% in Q1 2026, buying an estimated $49.2K and bringing the position to 1,054 shares worth $944K. The position accounts for 0.54% of the portfolio, ranked #15.

Momentous Wealth Management first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Momentous Wealth Management held 1,054 shares of Parker-Hannifin worth $944K as of Q1 2026.
  • Momentous Wealth Management bought 52 Parker-Hannifin shares in Q1 2026, an estimated $49.2K.
  • Parker-Hannifin made up 0.54% of Momentous Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Momentous Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Parker-Hannifin position peaked at $2.56M in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.