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Mowery & Schoenfeld Wealth Management’s Parker-Hannifin PH Stock Holding History

Mowery & Schoenfeld 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 		$18K Sell
20
-16
-44% -$15.1K 0.03% 180
2025
Q4 		$31.7K Buy
36
+16
+80% +$13.1K 0.05% 169
2025
Q3 		$15.2K Sell
20
-2
-9% -$1.48K 0.03% 188
2025
Q2 		$15.4K Hold
22
– – 0.02% 188
2025
Q1 		$13.4K Hold
22
– – 0.03% 240
2024
Q4 		$14K Buy
+22
New +$14.6K 0.03% 197

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

Mowery & Schoenfeld Wealth Management's PH Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Parker-Hannifin (PH) stake by 44% in Q1 2026, selling an estimated $15.1K and leaving 20 shares worth $18K. The position accounts for 0.03% of the portfolio, ranked #180.

Mowery & Schoenfeld Wealth Management first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.7K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 20 shares of Parker-Hannifin worth $18K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 16 Parker-Hannifin shares in Q1 2026, an estimated $15.1K.
  • Parker-Hannifin made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Parker-Hannifin position peaked at $31.7K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.