Herold Advisors’s Parker-Hannifin PH Stock Holding History

Herold 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	$550K	Sell	614 -10	-2%	-$9.46K	0.12%	170
2025 Q4	$548K	Hold	624	–	–	0.12%	163
2025 Q3	$473K	Sell	624 -22	-3%	-$16.2K	0.11%	163
2025 Q2	$451K	Hold	646	–	–	0.09%	198
2025 Q1	$393K	Sell	646 -1,148	-64%	-$751K	0.09%	195
2024 Q4	$1.14M	Sell	1,794 -312	-15%	-$207K	0.25%	108
2024 Q3	$1.33M	Sell	2,106 -107	-5%	-$60.8K	0.29%	98
2024 Q2	$1.12M	Buy	2,213 +119	+6%	+$63.8K	0.26%	116
2024 Q1	$1.16M	Buy	+2,094	New	+$1.06M	0.28%	106

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

Herold Advisors's PH Position: Q1 2026 in Review

Herold Advisors reduced its Parker-Hannifin (PH) stake by 1.6% in Q1 2026, selling an estimated $9.46K and leaving 614 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #170.

Herold Advisors first reported a position in PH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Herold Advisors held 614 shares of Parker-Hannifin worth $550K as of Q1 2026.
Herold Advisors sold 10 Parker-Hannifin shares in Q1 2026, an estimated $9.46K.
Parker-Hannifin made up 0.12% of Herold Advisors's portfolio in Q1 2026, its #170 holding.
Herold Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
Herold Advisors's Parker-Hannifin position peaked at $1.33M in Q3 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.