Mount Yale Investment Advisors’s Parker-Hannifin PH Stock Holding History

Mount Yale Investment 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	$7.88M	Buy	8,805 +7,766	+747%	+$7.35M	0.18%	126
2025 Q4	$913K	Sell	1,039 -335	-24%	-$274K	0.04%	330
2025 Q3	$1.04M	Buy	1,374 +294	+27%	+$217K	0.07%	279
2025 Q2	$754K	Buy	1,080 +66	+7%	+$41.7K	0.06%	265
2025 Q1	$616K	Buy	1,014 +26	+3%	+$17K	0.05%	285
2024 Q4	$629K	Buy	+988	New	+$654K	0.05%	306
2024 Q3	–	Sell	-990	Closed	-$501K	–	589
2024 Q2	$501K	Buy	990 +3	+0.3%	+$1.61K	0.04%	344
2024 Q1	$548K	Buy	+987	New	+$501K	0.04%	335
2018 Q2	–	Sell	-7	Closed	-$1K	–	996
2018 Q1	$1K	Buy	+7	New	+$1.33K	﹤0.01%	929

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

Mount Yale Investment Advisors's PH Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Parker-Hannifin (PH) stake by 747% in Q1 2026, buying an estimated $7.35M and bringing the position to 8,805 shares worth $7.88M. The position accounts for 0.18% of the portfolio, ranked #126.

Mount Yale Investment Advisors first reported a position in PH in Q1 2018 and has held it in 9 quarters since. 1,927 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Mount Yale Investment Advisors held 8,805 shares of Parker-Hannifin worth $7.88M as of Q1 2026.
Mount Yale Investment Advisors bought 7,766 Parker-Hannifin shares in Q1 2026, an estimated $7.35M.
Parker-Hannifin made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #126 holding.
Mount Yale Investment Advisors first reported a position in Parker-Hannifin in Q1 2018 and has held it in 9 quarters since.
1,927 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.