PWP
PH icon

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

Perfromance 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 		$5.14M Sell
5,744
-278
-5% -$263K 0.15% 31
2025
Q4 		$5.29M Sell
6,022
-294
-5% -$241K 0.14% 31
2025
Q3 		$4.79M Buy
6,316
+19
+0.3% +$14K 0.13% 31
2025
Q2 		$4.4M Sell
6,297
-380
-6% -$240K 0.14% 30
2025
Q1 		$4.06M Sell
6,677
-1,050
-14% -$687K 0.15% 29
2024
Q4 		$4.91M Buy
7,727
+10
+0.1% +$6.62K 0.16% 28
2024
Q3 		$4.88M Buy
7,717
+24
+0.3% +$13.6K 0.17% 27
2024
Q2 		$3.89M Hold
7,693
– – 0.14% 26
2024
Q1 		$4.28M Buy
7,693
+66
+0.9% +$33.5K 0.18% 36
2023
Q4 		$3.51M Sell
7,627
-179
-2% -$74.5K 0.15% 46
2023
Q3 		$3.04M Hold
7,806
– – 0.15% 51
2023
Q2 		$2.99M Buy
7,806
+1,385
+22% +$469K 0.14% 52
2023
Q1 		$2.16M Hold
6,421
– – 0.11% 58
2022
Q4 		$1.87M Sell
6,421
-575
-8% -$165K 0.11% 54
2022
Q3 		$1.7M Buy
6,996
+200
+3% +$54.1K 0.1% 51
2022
Q2 		$1.67M Sell
6,796
-25
-0.4% -$6.69K 0.09% 55
2022
Q1 		$1.94M Hold
6,821
– – 0.08% 57
2021
Q4 		$2.17M Buy
+6,821
New +$2.11M 0.09% 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

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

Perfromance Wealth Partners reduced its Parker-Hannifin (PH) stake by 4.6% in Q1 2026, selling an estimated $263K and leaving 5,744 shares worth $5.14M. The position accounts for 0.15% of the portfolio, ranked #31.

Perfromance Wealth Partners first reported a position in PH in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.29M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Perfromance Wealth Partners held 5,744 shares of Parker-Hannifin worth $5.14M as of Q1 2026.
  • Perfromance Wealth Partners sold 278 Parker-Hannifin shares in Q1 2026, an estimated $263K.
  • Parker-Hannifin made up 0.15% of Perfromance Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Perfromance Wealth Partners first reported a position in Parker-Hannifin in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Parker-Hannifin position peaked at $5.29M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.