TAFW
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Tred Avon Family Wealth’s Parker-Hannifin PH Stock Holding History

Tred Avon Family 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 		$1.27M Hold
1,418
– – 0.42% 57
2025
Q4 		$1.25M Sell
1,418
-3
-0.2% -$2.46K 0.41% 62
2025
Q3 		$1.08M Buy
+1,421
New +$1.05M 0.37% 66

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

Tred Avon Family Wealth's PH Position: Q1 2026 in Review

Tred Avon Family Wealth held its Parker-Hannifin (PH) position steady in Q1 2026 at 1,418 shares worth $1.27M. The position accounts for 0.42% of the portfolio, ranked #57.

Tred Avon Family Wealth first reported a position in PH in Q3 2025 and has held it in 3 quarters since. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Tred Avon Family Wealth held 1,418 shares of Parker-Hannifin worth $1.27M as of Q1 2026.
  • Tred Avon Family Wealth left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.42% of Tred Avon Family Wealth's portfolio in Q1 2026, its #57 holding.
  • Tred Avon Family Wealth first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • 1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.