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Valmark Advisers’s Parker-Hannifin PH Stock Holding History

Valmark Advisers’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 		$389K Sell
435
-21
-5% -$19.9K ﹤0.01% 527
2025
Q4 		$401K Buy
456
+37
+9% +$30.3K ﹤0.01% 487
2025
Q3 		$318K Sell
419
-8
-2% -$5.9K ﹤0.01% 534
2025
Q2 		$298K Buy
427
+48
+13% +$30.3K ﹤0.01% 552
2025
Q1 		$230K Sell
379
-78
-17% -$51K ﹤0.01% 570
2024
Q4 		$291K Sell
457
-121
-21% -$80.1K ﹤0.01% 515
2024
Q3 		$365K Buy
+578
New +$328K 0.01% 466

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

Valmark Advisers's PH Position: Q1 2026 in Review

Valmark Advisers reduced its Parker-Hannifin (PH) stake by 4.6% in Q1 2026, selling an estimated $19.9K and leaving 435 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Valmark Advisers first reported a position in PH in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Valmark Advisers held 435 shares of Parker-Hannifin worth $389K as of Q1 2026.
  • Valmark Advisers sold 21 Parker-Hannifin shares in Q1 2026, an estimated $19.9K.
  • Parker-Hannifin made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #527 holding.
  • Valmark Advisers first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • Valmark Advisers's Parker-Hannifin position peaked at $401K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.