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Simplicity Wealth’s Parker-Hannifin PH Stock Holding History

Simplicity Wealth’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 		$532K Buy
594
+106
+22% +$100K 0.03% 442
2025
Q4 		$429K Buy
488
+97
+25% +$79.4K 0.03% 471
2025
Q3 		$297K Buy
+391
New +$289K 0.02% 569
2024
Q3 		– Sell
-2,579
Closed -$1.3M – 1011
2024
Q2 		$1.3M Sell
2,579
-532
-17% -$285K 0.03% 448
2024
Q1 		$1.73M Buy
+3,111
New +$1.58M 0.04% 380

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

Simplicity Wealth's PH Position: Q1 2026 in Review

Simplicity Wealth increased its Parker-Hannifin (PH) stake by 22% in Q1 2026, buying an estimated $100K and bringing the position to 594 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #442.

Simplicity Wealth first reported a position in PH in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.73M in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Simplicity Wealth held 594 shares of Parker-Hannifin worth $532K as of Q1 2026.
  • Simplicity Wealth bought 106 Parker-Hannifin shares in Q1 2026, an estimated $100K.
  • Parker-Hannifin made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #442 holding.
  • Simplicity Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Parker-Hannifin position peaked at $1.73M in Q1 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.