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WBH Advisory’s Parker-Hannifin PH Stock Holding History

WBH 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 		$1.42M Hold
1,539
– – 0.11% 136
2025
Q4 		$1.35M Hold
1,539
– – 0.1% 137
2025
Q3 		$1.17M Hold
1,539
– – 0.09% 152
2025
Q2 		$1.07M Sell
1,539
-26
-2% -$16.4K 0.09% 150
2025
Q1 		$951K Sell
1,565
-43
-3% -$28.1K 0.09% 161
2024
Q4 		$1.02M Sell
1,608
-65
-4% -$43K 0.09% 147
2024
Q3 		$1.06M Hold
1,673
– – 0.1% 149
2024
Q2 		$846K Sell
1,673
-5
-0.3% -$2.68K 0.09% 162
2024
Q1 		$933K Sell
1,678
-25
-1% -$12.7K 0.1% 154
2023
Q4 		$785K Sell
1,703
-25
-1% -$10.4K 0.09% 171
2023
Q3 		$673K Sell
1,728
-155
-8% -$62.3K 0.08% 171
2023
Q2 		$734K Hold
1,883
– – 0.09% 169
2023
Q1 		$633K Buy
+1,883
New +$624K 0.08% 188
2022
Q3 		$358K Hold
1,478
– – 0.05% 217
2022
Q2 		$367K Hold
1,478
– – 0.05% 227
2022
Q1 		$408K Hold
1,478
– – 0.05% 226
2021
Q4 		$470K Sell
1,478
-25
-2% -$7.73K 0.05% 228
2021
Q3 		$420K Hold
1,503
– – 0.06% 218
2021
Q2 		$465K Hold
1,503
– – 0.07% 188
2021
Q1 		$474K Sell
1,503
-100
-6% -$28.9K 0.08% 181
2020
Q4 		$460K Sell
1,603
-50
-3% -$12.4K 0.08% 178
2020
Q3 		$334K Hold
1,653
– – 0.07% 193
2020
Q2 		$302K Hold
1,653
– – 0.07% 197
2020
Q1 		$214 Sell
1,653
-25
-1% -$4.53K 0.05% 212
2019
Q4 		$345K Sell
1,678
-25
-1% -$4.84K 0.07% 190
2019
Q3 		$307K Sell
1,703
-300
-15% -$51K 0.07% 194
2019
Q2 		$340K Sell
2,003
-50
-2% -$8.62K 0.08% 180
2019
Q1 		$352K Buy
2,053
+25
+1% +$4.15K 0.08% 180
2018
Q4 		$302 Sell
2,028
-100
-5% -$16.2K 0.07% 187
2018
Q3 		$391K Hold
2,128
– – 0.09% 176
2018
Q2 		$331K Hold
2,128
– – 0.09% 182
2018
Q1 		$363K Hold
2,128
– – 0.1% 172
2017
Q4 		$424K Sell
2,128
-100
-4% -$18.6K 0.11% 160
2017
Q3 		$389K Hold
2,228
– – 0.11% 161
2017
Q2 		$356K Sell
2,228
-75
-3% -$11.9K 0.1% 163
2017
Q1 		$369K Hold
2,303
– – 0.11% 165
2016
Q4 		$322K Hold
2,303
– – 0.11% 173
2016
Q3 		$289K Buy
2,303
+225
+11% +$26.8K 0.1% 175
2016
Q2 		$224K Sell
2,078
-1,345
-39% -$151K 0.09% 179
2016
Q1 		$380K Hold
3,423
– – 0.13% 135
2015
Q4 		$331 Sell
3,423
-186
-5% -$18.8K 0.12% 146
2015
Q3 		$351K Sell
3,609
-116
-3% -$12.6K 0.15% 140
2015
Q2 		$433K Sell
3,725
-550
-13% -$66.5K 0.17% 128
2015
Q1 		$507 Sell
4,275
-284
-6% -$34.4K 0.14% 124
2014
Q4 		$587K Hold
4,559
– – 0.22% 105
2014
Q3 		$520K Sell
4,559
-100
-2% -$11.8K 0.18% 116
2014
Q2 		$585K Sell
4,659
-499
-10% -$62.2K 0.22% 109
2014
Q1 		$617K Sell
5,158
-3,774
-42% -$453K 0.25% 99
2013
Q4 		$1.15M Hold
8,932
– – 0.46% 55
2013
Q3 		$971K Buy
8,932
+1
+0% +$103 0.43% 61
2013
Q2 		$852K Buy
+8,931
New +$837K 0.39% 66

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

WBH Advisory's PH Position: Q1 2026 in Review

WBH Advisory held its Parker-Hannifin (PH) position steady in Q1 2026 at 1,539 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #136.

WBH Advisory first reported a position in PH in Q2 2013 and has held it in 51 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • WBH Advisory held 1,539 shares of Parker-Hannifin worth $1.42M as of Q1 2026.
  • WBH Advisory left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.11% of WBH Advisory's portfolio in Q1 2026, its #136 holding.
  • WBH Advisory first reported a position in Parker-Hannifin in Q2 2013 and has held it in 51 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.