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Sage Mountain Advisors’s Parker-Hannifin PH Stock Holding History

Sage Mountain Advisors’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 		– Sell
-766
Closed -$673K – 496
2025
Q4 		$673K Buy
766
+98
+15% +$80.2K 0.04% 225
2025
Q3 		$506K Buy
668
+32
+5% +$23.6K 0.03% 271
2025
Q2 		$444K Buy
636
+101
+19% +$63.8K 0.03% 261
2025
Q1 		$325K Sell
535
-23
-4% -$15K 0.02% 286
2024
Q4 		$355K Sell
558
-169
-23% -$112K 0.03% 261
2024
Q3 		$459K Buy
727
+112
+18% +$63.6K 0.04% 215
2024
Q2 		$311K Sell
615
-4
-0.6% -$2.15K 0.03% 245
2024
Q1 		$344K Sell
619
-50
-7% -$25.4K 0.04% 214
2023
Q4 		$308K Sell
669
-5
-0.7% -$2.08K 0.04% 195
2023
Q3 		$263K Buy
674
+69
+11% +$27.7K 0.04% 203
2023
Q2 		$236K Buy
605
+8
+1% +$2.71K 0.03% 218
2023
Q1 		$201K Buy
+597
New +$198K 0.03% 236

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

Sage Mountain Advisors's PH Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 766 shares — an estimated $673K sold.

Sage Mountain Advisors first reported a position in PH in Q1 2023 and held it in 12 quarters. The position peaked at $673K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 766 Parker-Hannifin shares in Q1 2026, an estimated $673K.
  • Sage Mountain Advisors first reported a position in Parker-Hannifin in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Parker-Hannifin position peaked at $673K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.