Sonoma Private Wealth’s Parker-Hannifin PH Stock Holding History

Sonoma Private 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	$376K	Sell	420 -90	-18%	-$85.2K	0.46%	51
2025 Q4	$448K	Sell	510 -13	-2%	-$10.6K	0.54%	46
2025 Q3	$397K	Buy	523 +1	+0.2%	+$738	0.47%	49
2025 Q2	$365K	Sell	522 -29	-5%	-$18.3K	0.45%	53
2025 Q1	$335K	Buy	551 +6	+1%	+$3.92K	0.46%	55
2024 Q4	$347K	Sell	545 -122	-18%	-$80.8K	0.56%	57
2024 Q3	$421K	Buy	667 +19	+3%	+$10.8K	0.66%	56
2024 Q2	$328K	Buy	648 +26	+4%	+$13.9K	0.53%	63
2024 Q1	$346K	Sell	622 -44	-7%	-$22.4K	0.56%	65
2023 Q4	$307K	Sell	666 -118	-15%	-$49.1K	0.51%	64
2023 Q3	$305K	Hold	784	–	–	0.56%	61
2023 Q2	$306K	Buy	784 +35	+5%	+$11.8K	0.53%	63
2023 Q1	$252K	Buy	749 +2	+0.3%	+$662	0.5%	62
2022 Q4	$217K	Buy	+747	New	+$214K	0.48%	64

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

Sonoma Private Wealth's PH Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Parker-Hannifin (PH) stake by 18% in Q1 2026, selling an estimated $85.2K and leaving 420 shares worth $376K. The position accounts for 0.46% of the portfolio, ranked #51.

Sonoma Private Wealth first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $448K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Sonoma Private Wealth held 420 shares of Parker-Hannifin worth $376K as of Q1 2026.
Sonoma Private Wealth sold 90 Parker-Hannifin shares in Q1 2026, an estimated $85.2K.
Parker-Hannifin made up 0.46% of Sonoma Private Wealth's portfolio in Q1 2026, its #51 holding.
Sonoma Private Wealth first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
Sonoma Private Wealth's Parker-Hannifin position peaked at $448K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.