TritonPoint Wealth’s Parker-Hannifin PH Stock Holding History

TritonPoint 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	$3.72M	Sell	4,152 -99	-2%	-$93.7K	0.4%	64
2025 Q4	$3.74M	Sell	4,251 -49	-1%	-$40.1K	0.38%	65
2025 Q3	$3.26M	Buy	4,300 +47	+1%	+$34.7K	0.28%	87
2025 Q2	$2.97M	Sell	4,253 -153	-3%	-$96.7K	0.27%	89
2025 Q1	$2.68M	Sell	4,406 -199	-4%	-$130K	0.25%	90
2024 Q4	$2.93M	Sell	4,605 -12	-0.3%	-$7.95K	0.27%	93
2024 Q3	$2.92M	Sell	4,617 -120	-3%	-$68.2K	0.27%	93
2024 Q2	$2.4M	Sell	4,737 -879	-16%	-$471K	0.23%	99
2024 Q1	$2.62M	Sell	5,616 -498	-8%	-$253K	0.27%	88
2023 Q4	$2.82M	Buy	+6,114	New	+$2.55M	0.27%	85

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TritonPoint Wealth's PH Position: Q1 2026 in Review

TritonPoint Wealth reduced its Parker-Hannifin (PH) stake by 2.3% in Q1 2026, selling an estimated $93.7K and leaving 4,152 shares worth $3.72M. The position accounts for 0.4% of the portfolio, ranked #64.

TritonPoint Wealth first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.74M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

TritonPoint Wealth held 4,152 shares of Parker-Hannifin worth $3.72M as of Q1 2026.
TritonPoint Wealth sold 99 Parker-Hannifin shares in Q1 2026, an estimated $93.7K.
Parker-Hannifin made up 0.4% of TritonPoint Wealth's portfolio in Q1 2026, its #64 holding.
TritonPoint Wealth first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Parker-Hannifin position peaked at $3.74M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.