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Wealth Alliance’s Parker-Hannifin PH Stock Holding History

Wealth Alliance’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 		$695K Buy
776
+25
+3% +$23.7K 0.07% 239
2025
Q4 		$660K Sell
751
-64
-8% -$52.4K 0.06% 256
2025
Q3 		$618K Sell
815
-27
-3% -$19.9K 0.06% 260
2025
Q2 		$588K Sell
842
-247
-23% -$156K 0.07% 261
2025
Q1 		$662K Sell
1,089
-1,557
-59% -$1.02M 0.08% 224
2024
Q4 		$1.68M Sell
2,646
-15
-0.6% -$9.93K 0.2% 99
2024
Q3 		$1.68M Sell
2,661
-183
-6% -$104K 0.2% 103
2024
Q2 		$1.44M Buy
2,844
+756
+36% +$405K 0.19% 105
2024
Q1 		$1.16M Buy
2,088
+937
+81% +$476K 0.15% 136
2023
Q4 		$530K Buy
1,151
+3
+0.3% +$1.25K 0.07% 248
2023
Q3 		$447K Sell
1,148
-96
-8% -$38.6K 0.07% 252
2023
Q2 		$485K Buy
1,244
+29
+2% +$9.81K 0.07% 252
2023
Q1 		$408K Sell
1,215
-49
-4% -$16.2K 0.07% 280
2022
Q4 		$368K Buy
1,264
+21
+2% +$6.01K 0.07% 291
2022
Q3 		$301K Sell
1,243
-38
-3% -$10.3K 0.06% 318
2022
Q2 		$315K Buy
+1,281
New +$343K 0.06% 311
2021
Q1 		– Sell
-905
Closed -$247K – 404
2020
Q4 		$247K Sell
905
-142
-14% -$35.2K 0.07% 321
2020
Q3 		$212K Buy
+1,047
New +$206K 0.08% 299

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

Wealth Alliance's PH Position: Q1 2026 in Review

Wealth Alliance increased its Parker-Hannifin (PH) stake by 3.3% in Q1 2026, buying an estimated $23.7K and bringing the position to 776 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #239.

Wealth Alliance first reported a position in PH in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Wealth Alliance held 776 shares of Parker-Hannifin worth $695K as of Q1 2026.
  • Wealth Alliance bought 25 Parker-Hannifin shares in Q1 2026, an estimated $23.7K.
  • Parker-Hannifin made up 0.07% of Wealth Alliance's portfolio in Q1 2026, its #239 holding.
  • Wealth Alliance first reported a position in Parker-Hannifin in Q3 2020 and has held it in 18 quarters since.
  • Wealth Alliance's Parker-Hannifin position peaked at $1.68M in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.