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Moss Adams Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Moss Adams 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 		$394K Buy
440
+8
+2% +$7.57K 0.03% 172
2025
Q4 		$380K Buy
432
+44
+11% +$36K 0.03% 166
2025
Q3 		$294K Buy
388
+6
+2% +$4.43K 0.02% 193
2025
Q2 		$267K Buy
382
+3
+0.8% +$1.9K 0.02% 209
2025
Q1 		$230K Sell
379
-219
-37% -$143K 0.02% 189
2024
Q4 		$380K Buy
598
+46
+8% +$30.5K 0.04% 128
2024
Q3 		$349K Buy
+552
New +$314K 0.04% 129

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

Moss Adams Wealth Advisors's PH Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Parker-Hannifin (PH) stake by 1.9% in Q1 2026, buying an estimated $7.57K and bringing the position to 440 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #172.

Moss Adams Wealth Advisors first reported a position in PH in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Moss Adams Wealth Advisors held 440 shares of Parker-Hannifin worth $394K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 8 Parker-Hannifin shares in Q1 2026, an estimated $7.57K.
  • Parker-Hannifin made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Moss Adams Wealth Advisors first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.