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Valley Wealth Managers’s Parker-Hannifin PH Stock Holding History

Valley Wealth Managers’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 		$21.5K Sell
24
-23
-49% -$21.8K ﹤0.01% 247
2025
Q4 		$41.3K Hold
47
– – ﹤0.01% 228
2025
Q3 		$35.6K Buy
+47
New +$34.7K ﹤0.01% 221
2025
Q1 		– Sell
-48
Closed -$30.5K – 405
2024
Q4 		$30.5K Hold
48
– – ﹤0.01% 239
2024
Q3 		$30.3K Hold
48
– – ﹤0.01% 240
2024
Q2 		$24.3K Buy
+48
New +$25.7K ﹤0.01% 250

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

Valley Wealth Managers's PH Position: Q1 2026 in Review

Valley Wealth Managers reduced its Parker-Hannifin (PH) stake by 49% in Q1 2026, selling an estimated $21.8K and leaving 24 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Valley Wealth Managers first reported a position in PH in Q2 2024 and has held it in 6 quarters since. The position peaked at $41.3K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Valley Wealth Managers held 24 shares of Parker-Hannifin worth $21.5K as of Q1 2026.
  • Valley Wealth Managers sold 23 Parker-Hannifin shares in Q1 2026, an estimated $21.8K.
  • Parker-Hannifin made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #247 holding.
  • Valley Wealth Managers first reported a position in Parker-Hannifin in Q2 2024 and has held it in 6 quarters since.
  • Valley Wealth Managers's Parker-Hannifin position peaked at $41.3K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.