SPC
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Sigma Planning Corp’s Parker-Hannifin PH Stock Holding History

Sigma Planning Corp’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 		$1.16M Sell
1,295
-183
-12% -$173K 0.03% 518
2025
Q4 		$1.3M Sell
1,478
-1,445
-49% -$1.18M 0.04% 453
2025
Q3 		$2.22M Buy
2,923
+1,904
+187% +$1.4M 0.06% 297
2025
Q2 		$711K Buy
1,019
+2
+0.2% +$1.26K 0.02% 637
2025
Q1 		$618K Sell
1,017
-36
-3% -$23.5K 0.02% 642
2024
Q4 		$670K Sell
1,053
-3,593
-77% -$2.38M 0.02% 623
2024
Q3 		$2.94M Buy
4,646
+3,688
+385% +$2.1M 0.09% 216
2024
Q2 		$485K Sell
958
-411
-30% -$220K 0.02% 730
2024
Q1 		$761K Buy
1,369
+813
+146% +$413K 0.02% 602
2023
Q4 		$256K Sell
556
-255
-31% -$106K 0.02% 680
2023
Q3 		$316K Buy
811
+142
+21% +$57.1K 0.01% 900
2023
Q2 		$261K Buy
669
+27
+4% +$9.14K 0.01% 994
2023
Q1 		$216K Buy
+642
New +$213K 0.01% 1150
2022
Q2 		– Sell
-787
Closed -$223K – 1396
2022
Q1 		$223K Buy
787
+74
+10% +$22.3K 0.01% 1192
2021
Q4 		$227K Sell
713
-76
-10% -$23.5K 0.01% 1226
2021
Q3 		$221K Sell
789
-50
-6% -$14.9K 0.01% 1221
2021
Q2 		$258K Sell
839
-50
-6% -$15.5K 0.01% 1169
2021
Q1 		$281K Sell
889
-527
-37% -$152K 0.01% 1027
2020
Q4 		$386K Sell
1,416
-1,395
-50% -$346K 0.01% 783
2020
Q3 		$569K Buy
2,811
+64
+2% +$12.6K 0.02% 565
2020
Q2 		$504K Buy
2,747
+1,098
+67% +$177K 0.02% 588
2020
Q1 		$214K Buy
+1,649
New +$298K 0.01% 764

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

Sigma Planning Corp's PH Position: Q1 2026 in Review

Sigma Planning Corp reduced its Parker-Hannifin (PH) stake by 12% in Q1 2026, selling an estimated $173K and leaving 1,295 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #518.

Sigma Planning Corp first reported a position in PH in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.94M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Sigma Planning Corp held 1,295 shares of Parker-Hannifin worth $1.16M as of Q1 2026.
  • Sigma Planning Corp sold 183 Parker-Hannifin shares in Q1 2026, an estimated $173K.
  • Parker-Hannifin made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #518 holding.
  • Sigma Planning Corp first reported a position in Parker-Hannifin in Q1 2020 and has held it in 22 quarters since.
  • Sigma Planning Corp's Parker-Hannifin position peaked at $2.94M in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.