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Wealthspire Advisors (New York)’s Parker-Hannifin PH Stock Holding History

Wealthspire Advisors (New York)’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 		$1.19M Sell
1,327
-424
-24% -$401K 0.01% 375
2025
Q4 		$1.54M Buy
1,751
+376
+27% +$308K 0.01% 342
2025
Q3 		$1.04M Buy
1,375
+91
+7% +$67.1K 0.01% 385
2025
Q2 		$897K Buy
1,284
+36
+3% +$22.7K 0.01% 413
2025
Q1 		$759K Sell
1,248
-137
-10% -$89.6K ﹤0.01% 441
2024
Q4 		$881K Buy
1,385
+62
+5% +$41.1K 0.01% 398
2024
Q3 		$836K Buy
1,323
+56
+4% +$31.8K 0.01% 398
2024
Q2 		$641K Buy
1,267
+107
+9% +$57.4K 0.01% 382
2024
Q1 		$645K Sell
1,160
-67
-5% -$34K 0.01% 380
2023
Q4 		$565K Buy
1,227
+73
+6% +$30.4K 0.01% 400
2023
Q3 		$450K Buy
1,154
+203
+21% +$81.6K 0.01% 411
2023
Q2 		$371K Buy
951
+52
+6% +$17.6K 0.01% 421
2023
Q1 		$302K Sell
899
-269
-23% -$89.1K 0.01% 440
2022
Q4 		$340K Buy
+1,168
New +$334K 0.01% 437
2022
Q3 		– Sell
-997
Closed -$245K – 539
2022
Q2 		$245K Buy
997
+4
+0.4% +$1.07K 0.01% 442
2022
Q1 		$282K Sell
993
-722
-42% -$218K 0.01% 359
2021
Q4 		$546K Buy
1,715
+444
+35% +$137K 0.01% 308
2021
Q3 		$355K Buy
1,271
+234
+23% +$69.6K 0.01% 429
2021
Q2 		$318K Sell
1,037
-1,222
-54% -$378K 0.01% 280
2021
Q1 		$713K Buy
2,259
+151
+7% +$43.6K 0.02% 323
2020
Q4 		$574K Buy
+2,108
New +$522K 0.02% 279
2020
Q2 		– Sell
-2,041
Closed -$265K – 460
2020
Q1 		$265K Buy
+2,041
New +$369K 0.01% 415
2019
Q1 		– Sell
-84
Closed -$13K – 595
2018
Q4 		$13K Buy
+84
New +$13.6K ﹤0.01% 443

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Parker-Hannifin (PH) stake by 24% in Q1 2026, selling an estimated $401K and leaving 1,327 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #375.

Wealthspire Advisors (New York) first reported a position in PH in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2025. 1,929 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,327 shares of Parker-Hannifin worth $1.19M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 424 Parker-Hannifin shares in Q1 2026, an estimated $401K.
  • Parker-Hannifin made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #375 holding.
  • Wealthspire Advisors (New York) first reported a position in Parker-Hannifin in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Parker-Hannifin position peaked at $1.54M in Q4 2025.
  • 1,929 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.