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SHP Wealth Management’s Parker-Hannifin PH Stock Holding History

SHP 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 		$26.7K Buy
30
+18
+150% +$17K ﹤0.01% 649
2025
Q4 		$10.4K Buy
+12
New +$9.82K ﹤0.01% 826

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's PH Position: Q1 2026 in Review

SHP Wealth Management increased its Parker-Hannifin (PH) stake by 150% in Q1 2026, buying an estimated $17K and bringing the position to 30 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

SHP Wealth Management first reported a position in PH in Q4 2025 and has held it in 2 quarters since. 1,930 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • SHP Wealth Management held 30 shares of Parker-Hannifin worth $26.7K as of Q1 2026.
  • SHP Wealth Management bought 18 Parker-Hannifin shares in Q1 2026, an estimated $17K.
  • Parker-Hannifin made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #649 holding.
  • SHP Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 2 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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