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Wealth Management Associates’s Parker-Hannifin PH Stock Holding History

Wealth Management Associates’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 		$322K Hold
360
– – 0.11% 167
2025
Q4 		$316K Hold
360
– – 0.11% 170
2025
Q3 		$273K Hold
360
– – 0.1% 185
2025
Q2 		$251K Sell
360
-8
-2% -$5.05K 0.1% 186
2025
Q1 		$224K Hold
368
– – 0.1% 191
2024
Q4 		$234K Hold
368
– – 0.1% 181
2024
Q3 		$233K Buy
+368
New +$209K 0.1% 185
2024
Q1 		– Sell
-486
Closed -$224K – 217
2023
Q4 		$224K Buy
+486
New +$202K 0.12% 176

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 Management Associates's PH Position: Q1 2026 in Review

Wealth Management Associates held its Parker-Hannifin (PH) position steady in Q1 2026 at 360 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #167.

Wealth Management Associates first reported a position in PH in Q4 2023 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Wealth Management Associates held 360 shares of Parker-Hannifin worth $322K as of Q1 2026.
  • Wealth Management Associates left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #167 holding.
  • Wealth Management Associates first reported a position in Parker-Hannifin in Q4 2023 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.