Greenwich Wealth Management’s Parker-Hannifin PH Stock Holding History

Greenwich Wealth Management’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	$10.9M	Sell	12,191 -5	-0%	-$4.73K	0.45%	40
2025 Q4	$10.7M	Hold	12,196	–	–	0.48%	36
2025 Q3	$9.25M	Buy	12,196 +37	+0.3%	+$27.3K	0.46%	30
2025 Q2	$8.49M	Hold	12,159	–	–	0.41%	32
2025 Q1	$7.39M	Sell	12,159 -161	-1%	-$105K	0.56%	29
2024 Q4	$7.84M	Buy	12,320 +162	+1%	+$107K	0.55%	29
2024 Q3	$7.68M	Hold	12,158	–	–	0.52%	28
2024 Q2	$6.15M	Hold	12,158	–	–	0.45%	31
2024 Q1	$6.76M	Buy	12,158 +37	+0.3%	+$18.8K	0.54%	30
2023 Q4	$5.58M	Sell	12,121 -49	-0.4%	-$20.4K	0.55%	27
2023 Q3	$4.74M	Sell	12,170 -27	-0.2%	-$10.9K	0.5%	29
2023 Q2	$4.76M	Sell	12,197 -14	-0.1%	-$4.74K	0.5%	28
2023 Q1	$4.1M	Buy	12,211 +88	+0.7%	+$29.1K	0.45%	36
2022 Q4	$3.53M	Sell	12,123 -73	-0.6%	-$20.9K	0.39%	41
2022 Q3	$2.96M	Buy	12,196 +33	+0.3%	+$8.93K	0.32%	48
2022 Q2	$2.99M	Sell	12,163 -80	-0.7%	-$21.4K	0.4%	46
2022 Q1	$3.47M	Buy	12,243 +27	+0.2%	+$8.14K	0.35%	43
2021 Q4	$3.89M	Buy	12,216 +26	+0.2%	+$8.04K	0.32%	39
2021 Q3	$3.41M	Buy	12,190 +15	+0.1%	+$4.46K	0.28%	45
2021 Q2	$3.74M	Buy	12,175 +22	+0.2%	+$6.81K	0.32%	41
2021 Q1	$3.83M	Sell	12,153 -42	-0.3%	-$12.1K	0.31%	38
2020 Q4	$3.32M	Sell	12,195 -7	-0.1%	-$1.73K	0.29%	36
2020 Q3	$2.47M	Buy	12,202 +3	+0%	+$590	0.44%	43
2020 Q2	$2.24M	Sell	12,199 -12,029	-50%	-$1.94M	0.43%	45
2020 Q1	$3.14M	Buy	24,228 +5	+0%	+$905	0.67%	31
2019 Q4	$4.99M	Buy	24,223 +2	+0%	+$387	1%	21
2019 Q3	$4.37M	Sell	24,221 -89	-0.4%	-$15.1K	0.85%	26
2019 Q2	$4.13M	Hold	24,310	–	–	0.71%	27
2019 Q1	$4.17M	Sell	24,310 -145	-0.6%	-$24K	0.74%	29
2018 Q4	$3.65M	Buy	24,455 +77	+0.3%	+$12.5K	0.73%	29
2018 Q3	$4.48M	Buy	24,378 +126	+0.5%	+$21.6K	0.78%	26
2018 Q2	$3.78M	Sell	24,252 -270	-1%	-$46K	0.67%	32
2018 Q1	$4.19M	Sell	24,522 -2	-0%	-$379	0.66%	27
2017 Q4	$4.89M	Sell	24,524 -39	-0.2%	-$7.25K	0.82%	25
2017 Q3	$4.3M	Sell	24,563 -2,754	-10%	-$452K	0.74%	23
2017 Q2	$4.37M	Hold	27,317	–	–	0.73%	25
2017 Q1	$4.38M	Buy	27,317 +197	+0.7%	+$29.9K	0.58%	23
2016 Q4	$3.8M	Hold	27,120	–	–	0.48%	32
2016 Q3	$3.4M	Hold	27,120	–	–	0.6%	33
2016 Q2	$2.93M	Hold	27,120	–	–	0.71%	33
2016 Q1	$3.01M	Sell	27,120 -10,080	-27%	-$1.01M	0.78%	29
2015 Q4	$3.61M	Hold	37,200	–	–	0.88%	28
2015 Q3	$3.62M	Sell	37,200 -42,800	-54%	-$4.65M	0.88%	34
2015 Q2	$9.31M	Sell	80,000 -60,000	-43%	-$7.25M	1.19%	31
2015 Q1	$16.6M	Sell	140,000 -60,000	-30%	-$7.27M	1.88%	12
2014 Q4	$25.8M	Hold	200,000	–	–	1.71%	8
2014 Q3	$22.8M	Hold	200,000	–	–	1.54%	10
2014 Q2	$25.1M	Hold	200,000	–	–	1.67%	8
2014 Q1	$23.9M	Hold	200,000	–	–	1.66%	8
2013 Q4	$25.7M	Hold	200,000	–	–	2.6%	4
2013 Q3	$21.7M	Hold	200,000	–	–	1.56%	4
2013 Q2	$19.1M	Buy	+200,000	New	+$18.7M	1.41%	7

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenwich Wealth Management's PH Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Parker-Hannifin (PH) stake by 0.04% in Q1 2026, selling an estimated $4.73K and leaving 12,191 shares worth $10.9M. The position accounts for 0.45% of the portfolio, ranked #40.

Greenwich Wealth Management first reported a position in PH in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q4 2014. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Greenwich Wealth Management held 12,191 shares of Parker-Hannifin worth $10.9M as of Q1 2026.
Greenwich Wealth Management sold 5 Parker-Hannifin shares in Q1 2026, an estimated $4.73K.
Parker-Hannifin made up 0.45% of Greenwich Wealth Management's portfolio in Q1 2026, its #40 holding.
Greenwich Wealth Management first reported a position in Parker-Hannifin in Q2 2013 and has held it in 52 quarters since.
Greenwich Wealth Management's Parker-Hannifin position peaked at $25.8M in Q4 2014.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.