SWP
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Sagespring Wealth Partners’s Parker-Hannifin PH Stock Holding History

Sagespring Wealth 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 		$2.31M Buy
2,585
+214
+9% +$203K 0.04% 180
2025
Q4 		$2.08M Buy
2,371
+266
+13% +$218K 0.04% 183
2025
Q3 		$1.6M Buy
2,105
+80
+4% +$59K 0.03% 216
2025
Q2 		$1.41M Buy
2,025
+200
+11% +$126K 0.03% 218
2025
Q1 		$1.11M Buy
1,825
+346
+23% +$226K 0.03% 233
2024
Q4 		$941K Buy
+1,479
New +$979K 0.02% 229

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

Sagespring Wealth Partners's PH Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Parker-Hannifin (PH) stake by 9% in Q1 2026, buying an estimated $203K and bringing the position to 2,585 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #180.

Sagespring Wealth Partners first reported a position in PH in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Sagespring Wealth Partners held 2,585 shares of Parker-Hannifin worth $2.31M as of Q1 2026.
  • Sagespring Wealth Partners bought 214 Parker-Hannifin shares in Q1 2026, an estimated $203K.
  • Parker-Hannifin made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #180 holding.
  • Sagespring Wealth Partners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.