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Wellington Shields & Co’s Parker-Hannifin PH Stock Holding History

Wellington Shields & Co’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 		$257K Hold
287
– – 0.07% 218
2025
Q4 		$252K Hold
287
– – 0.06% 216
2025
Q3 		$218K Hold
287
– – 0.06% 228
2025
Q2 		$201K Buy
+287
New +$181K 0.06% 217

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

Wellington Shields & Co's PH Position: Q1 2026 in Review

Wellington Shields & Co held its Parker-Hannifin (PH) position steady in Q1 2026 at 287 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #218.

Wellington Shields & Co first reported a position in PH in Q2 2025 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Wellington Shields & Co held 287 shares of Parker-Hannifin worth $257K as of Q1 2026.
  • Wellington Shields & Co left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.07% of Wellington Shields & Co's portfolio in Q1 2026, its #218 holding.
  • Wellington Shields & Co first reported a position in Parker-Hannifin in Q2 2025 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.