NWWA
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New Wave Wealth Advisors’s Parker-Hannifin PH Stock Holding History

New Wave 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 		$557K Buy
622
+188
+43% +$178K 0.19% 91
2025
Q4 		$381K Buy
434
+36
+9% +$29.5K 0.14% 108
2025
Q3 		$302K Buy
+398
New +$294K 0.12% 123

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

New Wave Wealth Advisors's PH Position: Q1 2026 in Review

New Wave Wealth Advisors increased its Parker-Hannifin (PH) stake by 43% in Q1 2026, buying an estimated $178K and bringing the position to 622 shares worth $557K. The position accounts for 0.19% of the portfolio, ranked #91.

New Wave Wealth Advisors first reported a position in PH in Q3 2025 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • New Wave Wealth Advisors held 622 shares of Parker-Hannifin worth $557K as of Q1 2026.
  • New Wave Wealth Advisors bought 188 Parker-Hannifin shares in Q1 2026, an estimated $178K.
  • Parker-Hannifin made up 0.19% of New Wave Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • New Wave Wealth Advisors first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.