RWP
PH icon

Ridgeline Wealth Planning’s Parker-Hannifin PH Stock Holding History

Ridgeline Wealth Planning’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 		$391K Sell
437
-209
-32% -$198K 0.29% 38
2025
Q4 		$568K Buy
646
+2
+0.3% +$1.64K 0.41% 29
2025
Q3 		$488K Buy
+644
New +$475K 0.37% 27

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

Ridgeline Wealth Planning's PH Position: Q1 2026 in Review

Ridgeline Wealth Planning reduced its Parker-Hannifin (PH) stake by 32% in Q1 2026, selling an estimated $198K and leaving 437 shares worth $391K. The position accounts for 0.29% of the portfolio, ranked #38.

Ridgeline Wealth Planning first reported a position in PH in Q3 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Ridgeline Wealth Planning held 437 shares of Parker-Hannifin worth $391K as of Q1 2026.
  • Ridgeline Wealth Planning sold 209 Parker-Hannifin shares in Q1 2026, an estimated $198K.
  • Parker-Hannifin made up 0.29% of Ridgeline Wealth Planning's portfolio in Q1 2026, its #38 holding.
  • Ridgeline Wealth Planning first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • Ridgeline Wealth Planning's Parker-Hannifin position peaked at $568K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2026, filed 5 May 2026.