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OneAscent Financial Services’s Parker-Hannifin PH Stock Holding History

OneAscent Financial Services’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 		$1.32M Buy
1,474
+585
+66% +$554K 0.07% 166
2025
Q4 		$781K Buy
889
+54
+6% +$44.2K 0.07% 182
2025
Q3 		$633K Sell
835
-246
-23% -$182K 0.08% 193
2025
Q2 		$756K Sell
1,081
-1,779
-62% -$1.12M 0.05% 228
2025
Q1 		$1.74M Buy
2,860
+1,357
+90% +$887K 0.11% 124
2024
Q4 		$956K Buy
1,503
+261
+21% +$173K 0.08% 160
2024
Q3 		$785K Buy
+1,242
New +$706K 0.56% 43
2024
Q2 		– Sell
-1,005
Closed -$559K – 343
2024
Q1 		$559K Sell
1,005
-20
-2% -$10.2K 0.06% 191
2023
Q4 		$472K Buy
1,025
+246
+32% +$102K 0.06% 198
2023
Q3 		$303K Buy
+779
New +$313K 0.08% 185
2023
Q2 		– Sell
-859
Closed -$289K – 189
2023
Q1 		$289K Buy
859
+6
+0.7% +$1.99K 0.12% 116
2022
Q4 		$248K Buy
+853
New +$244K 0.11% 148
2021
Q1 		$409K Buy
+1,296
New +$374K 0.4% 57

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

OneAscent Financial Services's PH Position: Q1 2026 in Review

OneAscent Financial Services increased its Parker-Hannifin (PH) stake by 66% in Q1 2026, buying an estimated $554K and bringing the position to 1,474 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #166.

OneAscent Financial Services first reported a position in PH in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.74M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • OneAscent Financial Services held 1,474 shares of Parker-Hannifin worth $1.32M as of Q1 2026.
  • OneAscent Financial Services bought 585 Parker-Hannifin shares in Q1 2026, an estimated $554K.
  • Parker-Hannifin made up 0.07% of OneAscent Financial Services's portfolio in Q1 2026, its #166 holding.
  • OneAscent Financial Services first reported a position in Parker-Hannifin in Q1 2021 and has held it in 13 quarters since.
  • OneAscent Financial Services's Parker-Hannifin position peaked at $1.74M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.