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TCFG Wealth Management’s Parker-Hannifin PH Stock Holding History

TCFG Wealth Management’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 		$470K Buy
525
+15
+3% +$14.2K 0.18% 133
2025
Q4 		$448K Sell
510
-16
-3% -$13.1K 0.18% 149
2025
Q3 		$399K Sell
526
-36
-6% -$26.6K 0.16% 162
2025
Q2 		$393K Buy
562
+16
+3% +$10.1K 0.18% 156
2025
Q1 		$332K Sell
546
-12
-2% -$7.85K 0.17% 154
2024
Q4 		$355K Sell
558
-9
-2% -$5.96K 0.18% 140
2024
Q3 		$358K Buy
+567
New +$322K 0.18% 133

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

TCFG Wealth Management's PH Position: Q1 2026 in Review

TCFG Wealth Management increased its Parker-Hannifin (PH) stake by 2.9% in Q1 2026, buying an estimated $14.2K and bringing the position to 525 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #133.

TCFG Wealth Management first reported a position in PH in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • TCFG Wealth Management held 525 shares of Parker-Hannifin worth $470K as of Q1 2026.
  • TCFG Wealth Management bought 15 Parker-Hannifin shares in Q1 2026, an estimated $14.2K.
  • Parker-Hannifin made up 0.18% of TCFG Wealth Management's portfolio in Q1 2026, its #133 holding.
  • TCFG Wealth Management first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.