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Strategic Wealth Partners’s Parker-Hannifin PH Stock Holding History

Strategic Wealth Partners’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 		$131K Sell
146
-10
-6% -$9.46K 0.01% 358
2025
Q4 		$137K Hold
156
– – 0.01% 366
2025
Q3 		$118K Sell
156
-233
-60% -$172K 0.01% 413
2025
Q2 		$272K Buy
+389
New +$246K 0.02% 288
2024
Q4 		$831K Buy
1,198
+53
+5% +$35.1K 0.07% 160
2024
Q3 		$723K Buy
1,145
+240
+27% +$136K 0.07% 168
2024
Q2 		$458K Buy
905
+33
+4% +$17.7K 0.05% 205
2024
Q1 		$485K Buy
872
+151
+21% +$76.7K 0.05% 197
2023
Q4 		$332K Buy
+721
New +$300K 0.04% 221
2019
Q4 		– Sell
-310
Closed -$54 – 397
2019
Q3 		$54 Buy
+310
New +$52.7K ﹤0.01% 297
2018
Q3 		– Sell
-233
Closed -$36K – 681
2018
Q2 		$36K Sell
233
-58
-20% -$9.89K 0.02% 289
2018
Q1 		$50K Buy
291
+141
+94% +$26.7K 0.03% 246
2017
Q4 		$28K Buy
+150
New +$27.9K 0.02% 277

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

Strategic Wealth Partners's PH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Parker-Hannifin (PH) stake by 6.4% in Q1 2026, selling an estimated $9.46K and leaving 146 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #358.

Strategic Wealth Partners first reported a position in PH in Q4 2017 and has held it in 13 quarters since. The position peaked at $831K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Strategic Wealth Partners held 146 shares of Parker-Hannifin worth $131K as of Q1 2026.
  • Strategic Wealth Partners sold 10 Parker-Hannifin shares in Q1 2026, an estimated $9.46K.
  • Parker-Hannifin made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #358 holding.
  • Strategic Wealth Partners first reported a position in Parker-Hannifin in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's Parker-Hannifin position peaked at $831K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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