TWA
PH icon

Tandem Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Tandem Wealth Advisors’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 		$505K Sell
564
-74
-12% -$70K 0.23% 38
2025
Q4 		$561K Buy
638
+95
+17% +$77.8K 0.25% 32
2025
Q3 		$412K Sell
543
-64
-11% -$47.2K 0.2% 37
2025
Q2 		$424K Buy
607
+45
+8% +$28.4K 0.21% 35
2025
Q1 		$342K Buy
562
+33
+6% +$21.6K 0.18% 44
2024
Q4 		$336K Buy
529
+26
+5% +$17.2K 0.17% 43
2024
Q3 		$318K Buy
+503
New +$286K 0.16% 43

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

Tandem Wealth Advisors's PH Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its Parker-Hannifin (PH) stake by 12% in Q1 2026, selling an estimated $70K and leaving 564 shares worth $505K. The position accounts for 0.23% of the portfolio, ranked #38.

Tandem Wealth Advisors first reported a position in PH in Q3 2024 and has held it in 7 quarters since. The position peaked at $561K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Tandem Wealth Advisors held 564 shares of Parker-Hannifin worth $505K as of Q1 2026.
  • Tandem Wealth Advisors sold 74 Parker-Hannifin shares in Q1 2026, an estimated $70K.
  • Parker-Hannifin made up 0.23% of Tandem Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Tandem Wealth Advisors first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • Tandem Wealth Advisors's Parker-Hannifin position peaked at $561K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.