BRWA
PH icon

B. Riley Wealth Advisors’s Parker-Hannifin PH Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$812K Sell
842
-92
-10% -$84.3K 0.04% 351
2026
Q1 		$804K Sell
934
-204
-18% -$193K 0.05% 331
2025
Q4 		$1M Buy
1,138
+62
+6% +$50.7K 0.05% 344
2025
Q3 		$816K Sell
1,076
-228
-17% -$168K 0.04% 387
2025
Q2 		$911K Buy
+1,304
New +$824K 0.04% 372
2024
Q4 		$1.42M Sell
2,229
-311
-12% -$206K 0.05% 355
2024
Q3 		$1.6M Buy
2,540
+90
+4% +$51.1K 0.04% 379
2024
Q2 		$1.24M Buy
2,450
+64
+3% +$34.3K 0.03% 469
2024
Q1 		$930K Sell
2,386
-80
-3% -$40.6K 0.03% 545
2023
Q4 		$1.14M Buy
2,466
+80
+3% +$33.3K 0.03% 488
2023
Q3 		$930K Buy
2,386
+103
+5% +$41.4K 0.03% 545
2023
Q2 		$890K Buy
2,283
+125
+6% +$42.3K 0.02% 604
2023
Q1 		$725K Buy
2,158
+326
+18% +$108K 0.02% 662
2022
Q4 		$533K Sell
1,832
-100
-5% -$28.6K 0.01% 758
2022
Q3 		$470K Buy
1,932
+569
+42% +$154K 0.01% 783
2022
Q2 		$337K Buy
1,363
+337
+33% +$90.2K 0.01% 822
2022
Q1 		$292K Sell
1,026
-1,889
-65% -$570K 0.01% 1027
2021
Q4 		$928K Buy
2,915
+151
+5% +$46.7K 0.03% 550
2021
Q3 		$777K Sell
2,764
-808
-23% -$240K 0.02% 607
2021
Q2 		$1.1M Buy
+3,572
New +$1.11M 0.04% 485
2021
Q1 		– Sell
-1,653
Closed -$450K – 1395
2020
Q4 		$450K Sell
1,653
-240
-13% -$59.4K 0.02% 575
2020
Q3 		$382K Buy
1,893
+105
+6% +$20.7K 0.02% 634
2020
Q2 		$328K Sell
1,788
-22
-1% -$3.55K 0.02% 601
2020
Q1 		$236K Sell
1,810
-37
-2% -$6.7K 0.02% 611
2019
Q4 		$381K Buy
1,847
+475
+35% +$92K 0.03% 517
2019
Q3 		$249K Buy
1,372
+143
+12% +$24.3K 0.02% 657
2019
Q2 		$210K Buy
+1,229
New +$212K 0.02% 698
2018
Q2 		– Sell
-1,738
Closed -$298K – 714
2018
Q1 		$298K Buy
1,738
+212
+14% +$40.2K 0.04% 461
2017
Q4 		$305K Buy
1,526
+53
+4% +$9.85K 0.04% 439
2017
Q3 		$258K Buy
1,473
+41
+3% +$6.73K 0.04% 424
2017
Q2 		$229K Buy
1,432
+64
+5% +$10.1K 0.04% 442
2017
Q1 		$220K Buy
+1,368
New +$208K 0.04% 440
2015
Q2 		– Sell
-4,501
Closed -$535K – 574
2015
Q1 		$535K Sell
4,501
-7,474
-62% -$906K 0.13% 205
2014
Q4 		$10.1K Buy
11,975
+10,274
+604% +$1.26M 0.22% 91
2014
Q3 		$536K Sell
1,701
-11,638
-87% -$1.37M 0.14% 192
2014
Q2 		$1.08M Buy
13,339
+9,070
+212% +$1.13M 0.25% 77
2014
Q1 		$511K Sell
4,269
-645
-13% -$77.4K 0.15% 148
2013
Q4 		$632K Buy
4,914
+245
+5% +$28.5K 0.2% 121
2013
Q3 		$508K Buy
+4,669
New +$481K 0.17% 141

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

B. Riley Wealth Advisors's PH Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Parker-Hannifin (PH) stake by 9.9% in Q2 2026, selling an estimated $84.3K and leaving 842 shares worth $812K. The position accounts for 0.04% of the portfolio, ranked #351.

B. Riley Wealth Advisors first reported a position in PH in Q3 2013 and has held it in 39 quarters since. The position peaked at $1.6M in Q3 2024. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • B. Riley Wealth Advisors held 842 shares of Parker-Hannifin worth $812K as of Q2 2026.
  • B. Riley Wealth Advisors sold 92 Parker-Hannifin shares in Q2 2026, an estimated $84.3K.
  • Parker-Hannifin made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • B. Riley Wealth Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 39 quarters since.
  • B. Riley Wealth Advisors's Parker-Hannifin position peaked at $1.6M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.