UAG
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United Advisor Group’s Parker-Hannifin PH Stock Holding History

United Advisor Group’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 		$294K Sell
328
-30
-8% -$28.4K 0.04% 397
2025
Q4 		$315K Buy
358
+67
+23% +$54.8K 0.04% 367
2025
Q3 		$221K Buy
+291
New +$215K 0.03% 427

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

United Advisor Group's PH Position: Q1 2026 in Review

United Advisor Group reduced its Parker-Hannifin (PH) stake by 8.4% in Q1 2026, selling an estimated $28.4K and leaving 328 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #397.

United Advisor Group first reported a position in PH in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • United Advisor Group held 328 shares of Parker-Hannifin worth $294K as of Q1 2026.
  • United Advisor Group sold 30 Parker-Hannifin shares in Q1 2026, an estimated $28.4K.
  • Parker-Hannifin made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #397 holding.
  • United Advisor Group first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's Parker-Hannifin position peaked at $315K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.