SWA
PH icon

SFMG Wealth Advisors’s Parker-Hannifin PH Stock Holding History

SFMG Wealth 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 		$435K Sell
486
-65
-12% -$61.5K 0.03% 202
2025
Q4 		$484K Buy
551
+141
+34% +$115K 0.03% 189
2025
Q3 		$311K Buy
+410
New +$303K 0.02% 228

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

SFMG Wealth Advisors's PH Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Parker-Hannifin (PH) stake by 12% in Q1 2026, selling an estimated $61.5K and leaving 486 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #202.

SFMG Wealth Advisors first reported a position in PH in Q3 2025 and has held it in 3 quarters since. The position peaked at $484K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • SFMG Wealth Advisors held 486 shares of Parker-Hannifin worth $435K as of Q1 2026.
  • SFMG Wealth Advisors sold 65 Parker-Hannifin shares in Q1 2026, an estimated $61.5K.
  • Parker-Hannifin made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #202 holding.
  • SFMG Wealth Advisors first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's Parker-Hannifin position peaked at $484K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.