Wealthquest’s Parker-Hannifin PH Stock Holding History

Wealthquest’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	$476K	Sell	532 -14	-3%	-$13.3K	0.03%	88
2025 Q4	$480K	Buy	+546	New	+$447K	0.04%	85
2025 Q3	–	Sell	-546	Closed	-$381K	–	106
2025 Q2	$381K	Buy	546 +7	+1%	+$4.42K	0.03%	91
2025 Q1	$328K	Sell	539 -8	-1%	-$5.23K	0.03%	95
2024 Q4	$348K	Buy	547 +12	+2%	+$7.95K	0.03%	91
2024 Q3	$337K	Buy	535 +3	+0.6%	+$1.7K	0.03%	95
2024 Q2	$269K	Hold	532	–	–	0.03%	104
2024 Q1	$296K	Buy	532 +4	+0.8%	+$2.03K	0.03%	106
2023 Q4	$243K	Hold	528	–	–	0.03%	121
2023 Q3	$206K	Hold	528	–	–	0.03%	124
2023 Q2	$206K	Buy	+528	New	+$179K	0.02%	117
2019 Q4	$212K	Buy	+1,033	New	+$200K	0.06%	128

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthquest's PH Position: Q1 2026 in Review

Wealthquest reduced its Parker-Hannifin (PH) stake by 2.6% in Q1 2026, selling an estimated $13.3K and leaving 532 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #88.

Wealthquest first reported a position in PH in Q4 2019 and has held it in 12 quarters since. The position peaked at $480K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Wealthquest held 532 shares of Parker-Hannifin worth $476K as of Q1 2026.
Wealthquest sold 14 Parker-Hannifin shares in Q1 2026, an estimated $13.3K.
Parker-Hannifin made up 0.03% of Wealthquest's portfolio in Q1 2026, its #88 holding.
Wealthquest first reported a position in Parker-Hannifin in Q4 2019 and has held it in 12 quarters since.
Wealthquest's Parker-Hannifin position peaked at $480K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.