PCS
PH icon

Personal CFO Solutions’s Parker-Hannifin PH Stock Holding History

Personal CFO Solutions’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 		$878K Sell
980
-111
-10% -$105K 0.12% 145
2025
Q4 		$959K Sell
1,091
-232
-18% -$190K 0.15% 132
2025
Q3 		$1M Sell
1,323
-53
-4% -$39.1K 0.18% 112
2025
Q2 		$961K Sell
1,376
-22
-2% -$13.9K 0.18% 113
2025
Q1 		$850K Sell
1,398
-41
-3% -$26.8K 0.17% 123
2024
Q4 		$915K Sell
1,439
-82
-5% -$54.3K 0.18% 112
2024
Q3 		$961K Buy
1,521
+1
+0.1% +$568 0.13% 144
2024
Q2 		$769K Sell
1,520
-7
-0.5% -$3.75K 0.12% 172
2024
Q1 		$849K Buy
1,527
+1
+0.1% +$508 0.13% 153
2023
Q4 		$703K Sell
1,526
-39
-2% -$16.2K 0.12% 171
2023
Q3 		$610K Buy
1,565
+13
+0.8% +$5.22K 0.12% 159
2023
Q2 		$605K Buy
1,552
+41
+3% +$13.9K 0.12% 166
2023
Q1 		$508K Sell
1,511
-183
-11% -$60.6K 0.1% 193
2022
Q4 		$493K Buy
1,694
+105
+7% +$30.1K 0.1% 194
2022
Q3 		$385K Buy
1,589
+2
+0.1% +$541 0.1% 200
2022
Q2 		$391K Sell
1,587
-3
-0.2% -$803 0.09% 203
2022
Q1 		$451K Buy
1,590
+24
+2% +$7.24K 0.09% 216
2021
Q4 		$498K Buy
1,566
+191
+14% +$59.1K 0.09% 198
2021
Q3 		$384K Buy
1,375
+45
+3% +$13.4K 0.08% 227
2021
Q2 		$408K Sell
1,330
-66
-5% -$20.4K 0.08% 217
2021
Q1 		$440K Buy
1,396
+221
+19% +$63.8K 0.1% 199
2020
Q4 		$320K Buy
+1,175
New +$291K 0.08% 232

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

Personal CFO Solutions's PH Position: Q1 2026 in Review

Personal CFO Solutions reduced its Parker-Hannifin (PH) stake by 10% in Q1 2026, selling an estimated $105K and leaving 980 shares worth $878K. The position accounts for 0.12% of the portfolio, ranked #145.

Personal CFO Solutions first reported a position in PH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Personal CFO Solutions held 980 shares of Parker-Hannifin worth $878K as of Q1 2026.
  • Personal CFO Solutions sold 111 Parker-Hannifin shares in Q1 2026, an estimated $105K.
  • Parker-Hannifin made up 0.12% of Personal CFO Solutions's portfolio in Q1 2026, its #145 holding.
  • Personal CFO Solutions first reported a position in Parker-Hannifin in Q4 2020 and has held it in 22 quarters since.
  • Personal CFO Solutions's Parker-Hannifin position peaked at $1M in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.