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Root Financial Partners’s Parker-Hannifin PH Stock Holding History

Root Financial Partners’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 		$141K Sell
158
-60
-28% -$56.8K 0.01% 435
2025
Q4 		$191K Buy
218
+15
+7% +$12.3K 0.01% 308
2025
Q3 		$154K Buy
+203
New +$150K 0.01% 331

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

Root Financial Partners's PH Position: Q1 2026 in Review

Root Financial Partners reduced its Parker-Hannifin (PH) stake by 28% in Q1 2026, selling an estimated $56.8K and leaving 158 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #435.

Root Financial Partners first reported a position in PH in Q3 2025 and has held it in 3 quarters since. The position peaked at $191K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Root Financial Partners held 158 shares of Parker-Hannifin worth $141K as of Q1 2026.
  • Root Financial Partners sold 60 Parker-Hannifin shares in Q1 2026, an estimated $56.8K.
  • Parker-Hannifin made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #435 holding.
  • Root Financial Partners first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Parker-Hannifin position peaked at $191K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.