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Walkner Condon Financial Advisors’s Parker-Hannifin PH Stock Holding History

Walkner Condon Financial 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 		$260K Buy
290
+45
+18% +$42.6K 0.03% 269
2025
Q4 		$215K Sell
245
-224
-48% -$183K 0.03% 288
2025
Q3 		$356K Buy
+469
New +$346K 0.06% 216

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

Walkner Condon Financial Advisors's PH Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its Parker-Hannifin (PH) stake by 18% in Q1 2026, buying an estimated $42.6K and bringing the position to 290 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #269.

Walkner Condon Financial Advisors first reported a position in PH in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Walkner Condon Financial Advisors held 290 shares of Parker-Hannifin worth $260K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 45 Parker-Hannifin shares in Q1 2026, an estimated $42.6K.
  • Parker-Hannifin made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #269 holding.
  • Walkner Condon Financial Advisors first reported a position in Parker-Hannifin in Q3 2025 and has held it in 3 quarters since.
  • Walkner Condon Financial Advisors's Parker-Hannifin position peaked at $356K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.