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

Peterson 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 		$191K Sell
213
-50
-19% -$47.3K 0.11% 43
2025
Q4 		$231K Buy
+263
New +$215K 0.17% 40

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

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

Peterson Wealth Management reduced its Parker-Hannifin (PH) stake by 19% in Q1 2026, selling an estimated $47.3K and leaving 213 shares worth $191K. The position accounts for 0.11% of the portfolio, ranked #43.

Peterson Wealth Management first reported a position in PH in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Peterson Wealth Management held 213 shares of Parker-Hannifin worth $191K as of Q1 2026.
  • Peterson Wealth Management sold 50 Parker-Hannifin shares in Q1 2026, an estimated $47.3K.
  • Parker-Hannifin made up 0.11% of Peterson Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Peterson Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 2 quarters since.
  • Peterson Wealth Management's Parker-Hannifin position peaked at $231K in Q4 2025.
  • 1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.