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Outlook Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Outlook 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 		$357K Sell
399
-2
-0.5% -$1.89K 0.09% 216
2025
Q4 		$352K Buy
401
+24
+6% +$19.6K 0.08% 210
2025
Q3 		$286K Buy
+377
New +$278K 0.07% 243

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

Outlook Wealth Advisors's PH Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Parker-Hannifin (PH) stake by 0.5% in Q1 2026, selling an estimated $1.89K and leaving 399 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #216.

Outlook 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.

  • Outlook Wealth Advisors held 399 shares of Parker-Hannifin worth $357K as of Q1 2026.
  • Outlook Wealth Advisors sold 2 Parker-Hannifin shares in Q1 2026, an estimated $1.89K.
  • Parker-Hannifin made up 0.09% of Outlook Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • Outlook 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 Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.