PFG
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Prosperity Financial Group’s Parker-Hannifin PH Stock Holding History

Prosperity Financial 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 		$341K Buy
381
+16
+4% +$15.1K 0.13% 134
2025
Q4 		$321K Buy
365
+14
+4% +$11.5K 0.12% 131
2025
Q3 		$266K Buy
351
+7
+2% +$5.17K 0.1% 143
2025
Q2 		$240K Sell
344
-45
-12% -$28.4K 0.1% 140
2025
Q1 		$236K Sell
389
-34
-8% -$22.2K 0.12% 133
2024
Q4 		$269K Hold
423
– – 0.13% 126
2024
Q3 		$267K Sell
423
-6
-1% -$3.41K 0.15% 120
2024
Q2 		$217K Buy
429
+59
+16% +$31.6K 0.14% 129
2024
Q1 		$206K Buy
+370
New +$188K 0.13% 135

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

Prosperity Financial Group's PH Position: Q1 2026 in Review

Prosperity Financial Group increased its Parker-Hannifin (PH) stake by 4.4% in Q1 2026, buying an estimated $15.1K and bringing the position to 381 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #134.

Prosperity Financial Group first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Prosperity Financial Group held 381 shares of Parker-Hannifin worth $341K as of Q1 2026.
  • Prosperity Financial Group bought 16 Parker-Hannifin shares in Q1 2026, an estimated $15.1K.
  • Parker-Hannifin made up 0.13% of Prosperity Financial Group's portfolio in Q1 2026, its #134 holding.
  • Prosperity Financial Group first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.