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

Private Wealth Management Group’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 		$64.5K Hold
72
– – 0.02% 162
2025
Q4 		$63.3K Hold
72
– – 0.02% 166
2025
Q3 		$54.6K Hold
72
– – 0.02% 183
2025
Q2 		$50.3K Hold
72
– – 0.02% 172
2025
Q1 		$43.8K Hold
72
– – 0.02% 184
2024
Q4 		$45.8K Hold
72
– – 0.02% 174
2024
Q3 		$45.5K Buy
72
+1
+1% +$568 0.02% 172
2024
Q2 		$35.9K Hold
71
– – 0.02% 189
2024
Q1 		$39.5K Hold
71
– – 0.02% 185
2023
Q4 		$32.7K Buy
+71
New +$29.6K 0.02% 207

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

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

Private Wealth Management Group held its Parker-Hannifin (PH) position steady in Q1 2026 at 72 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #162.

Private Wealth Management Group first reported a position in PH in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Private Wealth Management Group held 72 shares of Parker-Hannifin worth $64.5K as of Q1 2026.
  • Private Wealth Management Group left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #162 holding.
  • Private Wealth Management Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.