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WBI Investments’s Parker-Hannifin PH Stock Holding History

WBI Investments’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 		– Sell
-758
Closed -$666K – 378
2025
Q4 		$666K Sell
758
-323
-30% -$264K 0.17% 165
2025
Q3 		$820K Buy
1,081
+266
+33% +$196K 0.21% 133
2025
Q2 		$569K Buy
815
+332
+69% +$210K 0.15% 171
2025
Q1 		$293K Buy
+483
New +$316K 0.08% 184
2024
Q4 		– Sell
-1,187
Closed -$750K – 271
2024
Q3 		$750K Buy
+1,187
New +$674K 0.18% 134
2023
Q3 		– Sell
-10,815
Closed -$4.22M – 225
2023
Q2 		$4.22M Buy
+10,815
New +$3.66M 0.76% 27
2023
Q1 		– Sell
-4,588
Closed -$1.34M – 220
2022
Q4 		$1.34M Buy
+4,588
New +$1.31M 0.29% 83
2021
Q4 		– Sell
-10,104
Closed -$2.78M – 220
2021
Q3 		$2.78M Buy
+10,104
New +$3.01M 0.47% 65
2021
Q2 		– Sell
-9,641
Closed -$3.04M – 226
2021
Q1 		$3.04M Buy
+9,641
New +$2.78M 0.48% 48
2019
Q3 		– Sell
-11,742
Closed -$2M – 265
2019
Q2 		$2M Buy
+11,742
New +$2.03M 0.18% 117
2018
Q1 		– Sell
-33,996
Closed -$6.79M – 290
2017
Q4 		$6.79M Sell
33,996
-11,234
-25% -$2.09M 0.31% 66
2017
Q3 		$7.92M Buy
45,230
+16,059
+55% +$2.64M 0.35% 62
2017
Q2 		$4.66M Buy
+29,171
New +$4.62M 0.2% 91
2017
Q1 		– Sell
-63,202
Closed -$8.85M – 348
2016
Q4 		$8.85M Sell
63,202
-30,681
-33% -$4.08M 0.38% 59
2016
Q3 		$11.8M Buy
+93,883
New +$11.2M 0.45% 50
2014
Q4 		– Sell
-236,050
Closed -$26.9M – 230
2014
Q3 		$26.9M Buy
+236,050
New +$27.8M 0.8% 39
2013
Q3 		– Sell
-94,201
Closed -$8.99M – 123
2013
Q2 		$8.99M Buy
+94,201
New +$8.83M 0.64% 40

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

WBI Investments's PH Position: Q1 2026 in Review

WBI Investments sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 758 shares — an estimated $666K sold.

WBI Investments first reported a position in PH in Q2 2013 and held it in 17 quarters. The position peaked at $26.9M in Q3 2014. 1,924 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • WBI Investments reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 758 Parker-Hannifin shares in Q1 2026, an estimated $666K.
  • WBI Investments first reported a position in Parker-Hannifin in Q2 2013 and held it in 17 quarters.
  • WBI Investments's Parker-Hannifin position peaked at $26.9M in Q3 2014.
  • 1,924 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.