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Sunbelt Securities’s Parker-Hannifin PH Stock Holding History

Sunbelt Securities’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 		$928K Sell
1,036
-55
-5% -$52.1K 0.06% 274
2025
Q4 		$959K Buy
1,091
+5
+0.5% +$4.09K 0.06% 256
2025
Q3 		$824K Sell
1,086
-71
-6% -$52.4K 0.06% 285
2025
Q2 		$736K Sell
1,157
-18
-2% -$11.4K 0.07% 264
2025
Q1 		$714K Buy
1,175
+18
+2% +$11.8K 0.06% 250
2024
Q4 		$737K Buy
1,157
+30
+3% +$19.9K 0.06% 262
2024
Q3 		$712K Sell
1,127
-45
-4% -$25.6K 0.07% 267
2024
Q2 		$593K Sell
1,172
-36
-3% -$19.3K 0.06% 296
2024
Q1 		$672K Buy
1,208
+16
+1% +$8.13K 0.07% 244
2023
Q4 		$549K Sell
1,192
-19
-2% -$7.91K 0.07% 284
2023
Q3 		$472K Sell
1,211
-48
-4% -$19.3K 0.07% 295
2023
Q2 		$491K Buy
1,259
+20
+2% +$6.77K 0.07% 283
2023
Q1 		$417K Buy
1,239
+43
+4% +$14.2K 0.07% 287
2022
Q4 		$348K Buy
+1,196
New +$342K 0.07% 312

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

Sunbelt Securities's PH Position: Q1 2026 in Review

Sunbelt Securities reduced its Parker-Hannifin (PH) stake by 5% in Q1 2026, selling an estimated $52.1K and leaving 1,036 shares worth $928K. The position accounts for 0.06% of the portfolio, ranked #274.

Sunbelt Securities first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $959K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Sunbelt Securities held 1,036 shares of Parker-Hannifin worth $928K as of Q1 2026.
  • Sunbelt Securities sold 55 Parker-Hannifin shares in Q1 2026, an estimated $52.1K.
  • Parker-Hannifin made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #274 holding.
  • Sunbelt Securities first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • Sunbelt Securities's Parker-Hannifin position peaked at $959K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.