Private Wealth Asset Management’s Parker-Hannifin PH Stock Holding History

Private Wealth Asset 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	$91.3K	Sell	102 -1	-1%	-$946	0.01%	339
2025 Q4	$90.5K	Hold	103	–	–	0.01%	340
2025 Q3	$78.1K	Sell	103 -10	-9%	-$7.38K	0.01%	336
2025 Q2	$78.9K	Sell	113 -6	-5%	-$3.79K	0.01%	337
2025 Q1	$72.3K	Buy	+119	New	+$77.8K	0.01%	331

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

Private Wealth Asset Management's PH Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Parker-Hannifin (PH) stake by 0.97% in Q1 2026, selling an estimated $946 and leaving 102 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #339.

Private Wealth Asset Management first reported a position in PH in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Private Wealth Asset Management held 102 shares of Parker-Hannifin worth $91.3K as of Q1 2026.
Private Wealth Asset Management sold 1 Parker-Hannifin share in Q1 2026, an estimated $946.
Parker-Hannifin made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #339 holding.
Private Wealth Asset Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 5 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.