PWPS
PH icon

Pinnacle Wealth Planning Services’s Parker-Hannifin PH Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.65M Sell
1,838
-134
-7% -$127K 0.17% 71
2025
Q4 		$1.73M Buy
1,972
+34
+2% +$27.8K 0.18% 64
2025
Q3 		$1.47M Buy
1,938
+96
+5% +$70.8K 0.17% 76
2025
Q2 		$1.29M Buy
1,842
+212
+13% +$134K 0.17% 79
2025
Q1 		$991K Buy
1,630
+20
+1% +$13.1K 0.15% 86
2024
Q4 		$1.02M Sell
1,610
-275
-15% -$182K 0.15% 78
2024
Q3 		$1.19M Sell
1,885
-42
-2% -$23.9K 0.16% 84
2024
Q2 		$975K Buy
1,927
+453
+31% +$243K 0.14% 94
2024
Q1 		$819K Buy
1,474
+10
+0.7% +$5.08K 0.12% 114
2023
Q4 		$674K Sell
1,464
-33
-2% -$13.7K 0.11% 124
2023
Q3 		$583K Buy
1,497
+359
+32% +$144K 0.1% 137
2023
Q2 		$444K Sell
1,138
-5
-0.4% -$1.69K 0.07% 185
2023
Q1 		$384K Buy
1,143
+3
+0.3% +$993 0.06% 221
2022
Q4 		$332K Buy
1,140
+8
+0.7% +$2.29K 0.06% 242
2022
Q3 		$275K Buy
1,132
+23
+2% +$6.22K 0.05% 258
2022
Q2 		$273K Buy
1,109
+172
+18% +$46K 0.05% 264
2022
Q1 		$266K Buy
937
+2
+0.2% +$603 0.05% 298
2021
Q4 		$297K Sell
935
-29
-3% -$8.97K 0.06% 263
2021
Q3 		$270K Buy
964
+2
+0.2% +$595 0.06% 260
2021
Q2 		$295K Buy
962
+1
+0.1% +$310 0.07% 232
2021
Q1 		$303K Buy
961
+3
+0.3% +$866 0.08% 217
2020
Q4 		$261K Buy
+958
New +$237K 0.06% 224

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

Pinnacle Wealth Planning Services's PH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Parker-Hannifin (PH) stake by 6.8% in Q1 2026, selling an estimated $127K and leaving 1,838 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #71.

Pinnacle Wealth Planning Services first reported a position in PH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,838 shares of Parker-Hannifin worth $1.65M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 134 Parker-Hannifin shares in Q1 2026, an estimated $127K.
  • Parker-Hannifin made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #71 holding.
  • Pinnacle Wealth Planning Services first reported a position in Parker-Hannifin in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Parker-Hannifin position peaked at $1.73M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.