Pinion Investment Advisors’s Parker-Hannifin PH Stock Holding History

Pinion Investment Advisors’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	$422K	Sell	471 -23	-5%	-$21.8K	0.1%	121
2025 Q4	$434K	Sell	494 -26	-5%	-$21.3K	0.11%	114
2025 Q3	$401K	Sell	520 -177	-25%	-$131K	0.11%	117
2025 Q2	$487K	Sell	697 -23	-3%	-$14.5K	0.17%	100
2025 Q1	$438K	Hold	720	–	–	0.1%	106
2024 Q4	$458K	Sell	720 -1	-0.1%	-$662	0.18%	100
2024 Q3	$456K	Hold	721	–	–	0.19%	103
2024 Q2	$365K	Sell	721 -10	-1%	-$5.36K	0.18%	101
2024 Q1	$406K	Buy	731 +79	+12%	+$40.1K	0.21%	96
2023 Q4	$300K	Buy	652 +90	+16%	+$37.5K	0.18%	116
2023 Q3	$219K	Buy	+562	New	+$226K	0.14%	150

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinion Investment Advisors's PH Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Parker-Hannifin (PH) stake by 4.7% in Q1 2026, selling an estimated $21.8K and leaving 471 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #121.

Pinion Investment Advisors first reported a position in PH in Q3 2023 and has held it in 11 quarters since. The position peaked at $487K in Q2 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Pinion Investment Advisors held 471 shares of Parker-Hannifin worth $422K as of Q1 2026.
Pinion Investment Advisors sold 23 Parker-Hannifin shares in Q1 2026, an estimated $21.8K.
Parker-Hannifin made up 0.1% of Pinion Investment Advisors's portfolio in Q1 2026, its #121 holding.
Pinion Investment Advisors first reported a position in Parker-Hannifin in Q3 2023 and has held it in 11 quarters since.
Pinion Investment Advisors's Parker-Hannifin position peaked at $487K in Q2 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.