EFS
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Essex Financial Services’s Parker-Hannifin PH Stock Holding History

Essex Financial Services’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 		$1.09M Buy
1,221
+49
+4% +$46.4K 0.06% 264
2025
Q4 		$1.03M Sell
1,172
-1
-0.1% -$818 0.06% 272
2025
Q3 		$889K Sell
1,173
-8
-0.7% -$5.9K 0.05% 297
2025
Q2 		$825K Buy
1,181
+119
+11% +$75.2K 0.05% 298
2025
Q1 		$646K Buy
1,062
+12
+1% +$7.85K 0.05% 327
2024
Q4 		$668K Buy
1,050
+41
+4% +$27.1K 0.05% 320
2024
Q3 		$635K Buy
1,009
+21
+2% +$11.9K 0.05% 330
2024
Q2 		$561K Buy
988
+449
+83% +$241K 0.04% 353
2024
Q1 		$300K Buy
539
+22
+4% +$11.2K 0.03% 424
2023
Q4 		$238K Buy
+517
New +$215K 0.02% 448
2023
Q3 		– Sell
-513
Closed -$200K – 488
2023
Q2 		$200K Buy
+513
New +$174K 0.02% 454

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

Essex Financial Services's PH Position: Q1 2026 in Review

Essex Financial Services increased its Parker-Hannifin (PH) stake by 4.2% in Q1 2026, buying an estimated $46.4K and bringing the position to 1,221 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #264.

Essex Financial Services first reported a position in PH in Q2 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Essex Financial Services held 1,221 shares of Parker-Hannifin worth $1.09M as of Q1 2026.
  • Essex Financial Services bought 49 Parker-Hannifin shares in Q1 2026, an estimated $46.4K.
  • Parker-Hannifin made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #264 holding.
  • Essex Financial Services first reported a position in Parker-Hannifin in Q2 2023 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.