Schrum Private Wealth Management’s Parker-Hannifin PH Stock Holding History

Schrum Private Wealth Management’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	$245K	Sell	273 -33	-11%	-$31.2K	0.19%	113
2025 Q4	$269K	Buy	306 +1	+0.3%	+$818	0.2%	108
2025 Q3	$231K	Hold	305	–	–	0.17%	121
2025 Q2	$213K	Buy	+305	New	+$193K	0.17%	122
2024 Q4	–	Sell	-606	Closed	-$382K	–	159
2024 Q3	$382K	Buy	+606	New	+$344K	0.2%	113

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schrum Private Wealth Management's PH Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Parker-Hannifin (PH) stake by 11% in Q1 2026, selling an estimated $31.2K and leaving 273 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #113.

Schrum Private Wealth Management first reported a position in PH in Q3 2024 and has held it in 5 quarters since. The position peaked at $382K in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Schrum Private Wealth Management held 273 shares of Parker-Hannifin worth $245K as of Q1 2026.
Schrum Private Wealth Management sold 33 Parker-Hannifin shares in Q1 2026, an estimated $31.2K.
Parker-Hannifin made up 0.19% of Schrum Private Wealth Management's portfolio in Q1 2026, its #113 holding.
Schrum Private Wealth Management first reported a position in Parker-Hannifin in Q3 2024 and has held it in 5 quarters since.
Schrum Private Wealth Management's Parker-Hannifin position peaked at $382K in Q3 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.