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ORG Wealth Partners’s Parker-Hannifin PH Stock Holding History

ORG Wealth Partners’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 		$17.9K Buy
+20
New +$18.9K ﹤0.01% 424
2025
Q3 		– Sell
-38
Closed -$26.7K – 687
2025
Q2 		$26.7K Hold
38
– – 0.01% 380
2025
Q1 		$23.2K Sell
38
-93
-71% -$60.8K 0.01% 428
2024
Q4 		$83.3K Buy
+131
New +$86.7K 0.03% 193

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

ORG Wealth Partners's PH Position: Q1 2026 in Review

ORG Wealth Partners opened a new position in Parker-Hannifin (PH) in Q1 2026: 20 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in PH as recently as Q2 2025.

ORG Wealth Partners first reported a position in PH in Q4 2024 and has held it in 4 quarters since. The position peaked at $83.3K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • ORG Wealth Partners held 20 shares of Parker-Hannifin worth $17.9K as of Q1 2026.
  • Parker-Hannifin was a new ORG Wealth Partners position in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #424 holding.
  • ORG Wealth Partners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 4 quarters since.
  • ORG Wealth Partners's Parker-Hannifin position peaked at $83.3K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.