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Great Valley Advisor Group’s Parker-Hannifin PH Stock Holding History

Great Valley Advisor Group’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 		$1.07M Buy
1,200
+36
+3% +$34.1K 0.02% 504
2025
Q4 		$1.02M Buy
1,164
+49
+4% +$40.1K 0.02% 475
2025
Q3 		$845K Sell
1,115
-15
-1% -$11.1K 0.02% 501
2025
Q2 		$790K Sell
1,130
-324
-22% -$205K 0.02% 498
2025
Q1 		$883K Sell
1,454
-108
-7% -$70.6K 0.02% 472
2024
Q4 		$994K Buy
1,562
+164
+12% +$109K 0.02% 444
2024
Q3 		$883K Buy
1,398
+10
+0.7% +$5.68K 0.02% 451
2024
Q2 		$702K Sell
1,388
-180
-11% -$96.5K 0.02% 455
2024
Q1 		$872K Buy
1,568
+158
+11% +$80.3K 0.03% 393
2023
Q4 		$650K Buy
1,410
+25
+2% +$10.4K 0.02% 405
2023
Q3 		$539K Buy
1,385
+141
+11% +$56.7K 0.02% 420
2023
Q2 		$485K Buy
1,244
+27
+2% +$9.14K 0.02% 447
2023
Q1 		$409K Sell
1,217
-5
-0.4% -$1.66K 0.02% 470
2022
Q4 		$356K Sell
1,222
-73
-6% -$20.9K 0.02% 509
2022
Q3 		$314K Buy
1,295
+44
+4% +$11.9K 0.02% 522
2022
Q2 		$308K Buy
1,251
+31
+3% +$8.3K 0.02% 541
2022
Q1 		$347K Sell
1,220
-547
-31% -$165K 0.02% 464
2021
Q4 		$561K Sell
1,767
-2
-0.1% -$619 0.03% 363
2021
Q3 		$494K Buy
1,769
+512
+41% +$152K 0.03% 361
2021
Q2 		$386K Buy
1,257
+28
+2% +$8.67K 0.03% 402
2021
Q1 		$388K Sell
1,229
-16
-1% -$4.62K 0.04% 351
2020
Q4 		$339K Hold
1,245
– – 0.04% 352
2020
Q3 		$251K Buy
1,245
+5
+0.4% +$984 0.03% 364
2020
Q2 		$228K Buy
+1,240
New +$200K 0.04% 364
2020
Q1 		– Sell
-1,225
Closed -$252K – 362
2019
Q4 		$252K Hold
1,225
– – 0.06% 303
2019
Q3 		$222K Hold
1,225
– – 0.05% 315
2019
Q2 		$209K Buy
1,225
+15
+1% +$2.59K 0.05% 316
2019
Q1 		$208K Buy
+1,210
New +$201K 0.07% 280

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

Great Valley Advisor Group's PH Position: Q1 2026 in Review

Great Valley Advisor Group increased its Parker-Hannifin (PH) stake by 3.1% in Q1 2026, buying an estimated $34.1K and bringing the position to 1,200 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #504.

Great Valley Advisor Group first reported a position in PH in Q1 2019 and has held it in 28 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Great Valley Advisor Group held 1,200 shares of Parker-Hannifin worth $1.07M as of Q1 2026.
  • Great Valley Advisor Group bought 36 Parker-Hannifin shares in Q1 2026, an estimated $34.1K.
  • Parker-Hannifin made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #504 holding.
  • Great Valley Advisor Group first reported a position in Parker-Hannifin in Q1 2019 and has held it in 28 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.