Heritage Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Heritage 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 Q1	$315K	Hold	352	–	–	0.01%	169
2025 Q4	$309K	Hold	352	–	–	0.01%	185
2025 Q3	$267K	Hold	352	–	–	0.01%	181
2025 Q2	$246K	Hold	352	–	–	0.01%	187
2025 Q1	$214K	Sell	352 -3	-0.8%	-$1.96K	0.01%	195
2024 Q4	$226K	Buy	355 +3	+0.9%	+$1.99K	0.01%	192
2024 Q3	$222K	Buy	352 +12	+4%	+$6.82K	0.01%	201
2024 Q2	$172K	Hold	340	–	–	0.01%	214
2024 Q1	$189K	Hold	340	–	–	0.01%	216
2023 Q4	$157K	Sell	340 -56	-14%	-$23.3K	0.01%	231
2023 Q3	$154K	Hold	396	–	–	0.01%	217
2023 Q2	$154K	Hold	396	–	–	0.01%	224
2023 Q1	$133K	Hold	396	–	–	0.01%	235
2022 Q4	$115K	Hold	396	–	–	0.01%	251
2022 Q3	$96K	Hold	396	–	–	0.01%	253
2022 Q2	$97K	Buy	396 +340	+607%	+$91K	0.01%	262
2022 Q1	$16K	Hold	56	–	–	﹤0.01%	410
2021 Q4	$18K	Hold	56	–	–	﹤0.01%	417
2021 Q3	$15.7K	Hold	56	–	–	﹤0.01%	418
2021 Q2	$17.2K	Hold	56	–	–	﹤0.01%	425
2021 Q1	$17.7K	Hold	56	–	–	﹤0.01%	430
2020 Q4	$15K	Hold	56	–	–	﹤0.01%	436
2020 Q3	$11.3K	Hold	56	–	–	﹤0.01%	394
2020 Q2	$10.3K	Hold	56	–	–	﹤0.01%	380
2020 Q1	$7.26K	Hold	56	–	–	﹤0.01%	389
2019 Q4	$11.5K	Hold	56	–	–	﹤0.01%	411
2019 Q3	$10K	Hold	56	–	–	﹤0.01%	394
2019 Q2	$9.52K	Buy	+56	New	+$9.66K	﹤0.01%	393

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

Heritage Wealth Advisors's PH Position: Q1 2026 in Review

Heritage Wealth Advisors held its Parker-Hannifin (PH) position steady in Q1 2026 at 352 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #169.

Heritage Wealth Advisors first reported a position in PH in Q2 2019 and has held it in 28 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Heritage Wealth Advisors held 352 shares of Parker-Hannifin worth $315K as of Q1 2026.
Heritage Wealth Advisors left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #169 holding.
Heritage Wealth Advisors first reported a position in Parker-Hannifin in Q2 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 Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.