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PDS Planning’s Parker-Hannifin PH Stock Holding History

PDS Planning’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 		$651K Sell
727
-3
-0.4% -$2.84K 0.04% 213
2025
Q4 		$642K Buy
730
+25
+4% +$20.5K 0.04% 210
2025
Q3 		$534K Buy
705
+6
+0.9% +$4.43K 0.04% 230
2025
Q2 		$488K Buy
699
+75
+12% +$47.4K 0.04% 247
2025
Q1 		$379K Buy
624
+45
+8% +$29.4K 0.03% 269
2024
Q4 		$368K Buy
579
+2
+0.3% +$1.32K 0.03% 242
2024
Q3 		$365K Buy
577
+41
+8% +$23.3K 0.03% 253
2024
Q2 		$271K Buy
536
+6
+1% +$3.22K 0.03% 288
2024
Q1 		$295K Buy
530
+30
+6% +$15.2K 0.03% 267
2023
Q4 		$230K Buy
+500
New +$208K 0.03% 298

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

PDS Planning's PH Position: Q1 2026 in Review

PDS Planning reduced its Parker-Hannifin (PH) stake by 0.41% in Q1 2026, selling an estimated $2.84K and leaving 727 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #213.

PDS Planning first reported a position in PH in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • PDS Planning held 727 shares of Parker-Hannifin worth $651K as of Q1 2026.
  • PDS Planning sold 3 Parker-Hannifin shares in Q1 2026, an estimated $2.84K.
  • Parker-Hannifin made up 0.04% of PDS Planning's portfolio in Q1 2026, its #213 holding.
  • PDS Planning first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.