OWCM
PH icon

One Wealth Capital Management’s Parker-Hannifin PH Stock Holding History

One Wealth Capital 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 		$538K Sell
559
-274
-33% -$259K 0.24% 54
2025
Q4 		$732K Buy
833
+128
+18% +$105K 0.31% 46
2025
Q3 		$534K Buy
705
+40
+6% +$29.5K 0.24% 55
2025
Q2 		$464K Sell
665
-28
-4% -$17.7K 0.22% 59
2025
Q1 		$421K Buy
693
+67
+11% +$43.8K 0.23% 58
2024
Q4 		$398K Buy
+626
New +$415K 0.2% 61

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

One Wealth Capital Management's PH Position: Q1 2026 in Review

One Wealth Capital Management reduced its Parker-Hannifin (PH) stake by 33% in Q1 2026, selling an estimated $259K and leaving 559 shares worth $538K. The position accounts for 0.24% of the portfolio, ranked #54.

One Wealth Capital Management first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $732K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • One Wealth Capital Management held 559 shares of Parker-Hannifin worth $538K as of Q1 2026.
  • One Wealth Capital Management sold 274 Parker-Hannifin shares in Q1 2026, an estimated $259K.
  • Parker-Hannifin made up 0.24% of One Wealth Capital Management's portfolio in Q1 2026, its #54 holding.
  • One Wealth Capital Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • One Wealth Capital Management's Parker-Hannifin position peaked at $732K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.