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Optimize Financial’s Parker-Hannifin PH Stock Holding History

Optimize Financial’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 		– Sell
-421
Closed -$370K – 420
2025
Q4 		$370K Buy
421
+4
+1% +$3.27K 0.19% 225
2025
Q3 		$316K Buy
417
+71
+21% +$52.4K 0.16% 264
2025
Q2 		$242K Sell
346
-2
-0.6% -$1.26K 0.15% 191
2025
Q1 		$212K Sell
348
-9
-3% -$5.89K 0.15% 191
2024
Q4 		$227K Buy
+357
New +$236K 0.17% 188

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimize Financial's PH Position: Q1 2026 in Review

Optimize Financial sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 421 shares — an estimated $370K sold.

Optimize Financial first reported a position in PH in Q4 2024 and held it in 5 quarters. The position peaked at $370K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Optimize Financial reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 421 Parker-Hannifin shares in Q1 2026, an estimated $370K.
  • Optimize Financial first reported a position in Parker-Hannifin in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Parker-Hannifin position peaked at $370K in Q4 2025.
  • 1,932 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.