VWA
PH icon

VSM Wealth Advisory’s Parker-Hannifin PH Stock Holding History

VSM Wealth Advisory’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 		$8.95K Hold
10
– – ﹤0.01% 374
2025
Q4 		$8.79K Buy
+10
New +$8.19K ﹤0.01% 344
2025
Q3 		– Sell
-10
Closed -$6.99K – 490
2025
Q2 		$6.99K Buy
+10
New +$6.32K ﹤0.01% 410

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

VSM Wealth Advisory's PH Position: Q1 2026 in Review

VSM Wealth Advisory held its Parker-Hannifin (PH) position steady in Q1 2026 at 10 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

VSM Wealth Advisory first reported a position in PH in Q2 2025 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • VSM Wealth Advisory held 10 shares of Parker-Hannifin worth $8.95K as of Q1 2026.
  • VSM Wealth Advisory left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #374 holding.
  • VSM Wealth Advisory first reported a position in Parker-Hannifin in Q2 2025 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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