PWM
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Perigon Wealth Management’s Parker-Hannifin PH Stock Holding History

Perigon Wealth Management’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 		$1.12M Buy
1,256
+77
+7% +$72.9K 0.02% 500
2025
Q4 		$1.04M Buy
1,179
+31
+3% +$25.4K 0.02% 531
2025
Q3 		$871K Buy
1,148
+101
+10% +$74.5K 0.02% 560
2025
Q2 		$731K Buy
1,047
+250
+31% +$158K 0.02% 569
2025
Q1 		$485K Sell
797
-8
-1% -$5.23K 0.01% 649
2024
Q4 		$530K Buy
805
+65
+9% +$43K 0.01% 625
2024
Q3 		$468K Buy
740
+27
+4% +$15.3K 0.01% 639
2024
Q2 		$361K Buy
713
+47
+7% +$25.2K 0.01% 625
2024
Q1 		$370K Buy
666
+131
+24% +$66.6K 0.01% 618
2023
Q4 		$247K Buy
+535
New +$223K 0.01% 728
2021
Q1 		– Sell
-274
Closed -$75K – 885
2020
Q4 		$75K Buy
+274
New +$67.9K 0.01% 619
2018
Q4 		– Sell
-1,237
Closed -$227K – 264
2018
Q3 		$227K Buy
+1,237
New +$212K 0.06% 222
2018
Q2 		– Sell
-1,236
Closed -$211K – 505
2018
Q1 		$211K Buy
1,236
+1,041
+534% +$197K 0.08% 159
2017
Q4 		$39K Hold
195
– – 0.01% 320
2017
Q3 		$34K Hold
195
– – 0.01% 389
2017
Q2 		$31K Hold
195
– – 0.01% 419
2017
Q1 		$31K Hold
195
– – 0.01% 433
2016
Q4 		$31K Hold
195
– – 0.01% 409
2016
Q3 		$24K Hold
195
– – 0.01% 379
2016
Q2 		$21K Buy
+195
New +$21.9K 0.01% 338

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

Perigon Wealth Management's PH Position: Q1 2026 in Review

Perigon Wealth Management increased its Parker-Hannifin (PH) stake by 6.5% in Q1 2026, buying an estimated $72.9K and bringing the position to 1,256 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #500.

Perigon Wealth Management first reported a position in PH in Q2 2016 and has held it in 20 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Perigon Wealth Management held 1,256 shares of Parker-Hannifin worth $1.12M as of Q1 2026.
  • Perigon Wealth Management bought 77 Parker-Hannifin shares in Q1 2026, an estimated $72.9K.
  • Parker-Hannifin made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #500 holding.
  • Perigon Wealth Management first reported a position in Parker-Hannifin in Q2 2016 and has held it in 20 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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