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Braun-Bostich & Associates’s Parker-Hannifin PH Stock Holding History

Braun-Bostich & 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 		$344K Hold
384
– – 0.22% 80
2025
Q4 		$338K Buy
384
+3
+0.8% +$2.46K 0.21% 82
2025
Q3 		$289K Sell
381
-2
-0.5% -$1.48K 0.18% 88
2025
Q2 		$268K Buy
383
+2
+0.5% +$1.26K 0.18% 92
2025
Q1 		$232K Sell
381
-1
-0.3% -$654 0.17% 100
2024
Q4 		$243K Sell
382
-15
-4% -$9.93K 0.18% 93
2024
Q3 		$251K Sell
397
-6
-1% -$3.41K 0.17% 95
2024
Q2 		$204K Buy
+403
New +$216K 0.15% 108
2020
Q4 		– Sell
-114
Closed -$23K – 169
2020
Q3 		$23K Sell
114
-169
-60% -$33.2K 0.02% 202
2020
Q2 		$52K Sell
283
-54
-16% -$8.71K 0.05% 128
2020
Q1 		$39K Hold
337
– – 0.05% 143
2019
Q4 		$71K Buy
+337
New +$65.3K 0.07% 135
2019
Q3 		– Sell
-596
Closed -$101K – 241
2019
Q2 		$101K Sell
596
-425
-42% -$73.3K 0.11% 137
2019
Q1 		$175K Sell
1,021
-1,610
-61% -$267K 0.18% 112
2018
Q4 		$392K Sell
2,631
-97
-4% -$15.7K 0.42% 77
2018
Q3 		$502K Sell
2,728
-16
-0.6% -$2.75K 0.48% 72
2018
Q2 		$428K Buy
2,744
+80
+3% +$13.6K 0.43% 81
2018
Q1 		$456K Buy
2,664
+609
+30% +$115K 0.39% 82
2017
Q4 		$410K Buy
+2,055
New +$382K 0.35% 77

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

Braun-Bostich & Associates's PH Position: Q1 2026 in Review

Braun-Bostich & Associates held its Parker-Hannifin (PH) position steady in Q1 2026 at 384 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #80.

Braun-Bostich & Associates first reported a position in PH in Q4 2017 and has held it in 19 quarters since. The position peaked at $502K in Q3 2018. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Braun-Bostich & Associates held 384 shares of Parker-Hannifin worth $344K as of Q1 2026.
  • Braun-Bostich & Associates left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.22% of Braun-Bostich & Associates's portfolio in Q1 2026, its #80 holding.
  • Braun-Bostich & Associates first reported a position in Parker-Hannifin in Q4 2017 and has held it in 19 quarters since.
  • Braun-Bostich & Associates's Parker-Hannifin position peaked at $502K in Q3 2018.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.