TPWA
PH icon

Twin Peaks Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Twin Peaks 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 		$105K Buy
+117
New +$111K 0.03% 283
2025
Q3 		– Sell
-91
Closed -$68.3K – 1550
2025
Q2 		$68.3K Buy
+91
New +$57.5K 0.02% 289

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

Twin Peaks Wealth Advisors's PH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 117 shares worth $105K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PH in Q2 2025 and has held it in 2 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 117 shares of Parker-Hannifin worth $105K as of Q1 2026.
  • Parker-Hannifin was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Parker-Hannifin made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #283 holding.
  • Twin Peaks Wealth Advisors first reported a position in Parker-Hannifin in Q2 2025 and has held it in 2 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.