Loring Wolcott & Coolidge Fiduciary Advisors’s Parker-Hannifin PH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$202M	Sell	204,952 -2,152	-1%	-$2.04M	2.02%	14
2025 Q4	$192M	Sell	207,104 -850	-0.4%	-$696K	1.74%	16
2025 Q3	$159M	Sell	207,954 -1,086	-0.5%	-$801K	1.4%	24
2025 Q2	$146M	Sell	209,040 -512	-0.2%	-$323K	1.29%	26
2025 Q1	$122M	Buy	209,552 +19,977	+11%	+$13.1M	1.18%	27
2024 Q4	$126M	Sell	189,575 -434	-0.2%	-$287K	1.08%	28
2024 Q3	$119M	Sell	190,009 -1,846	-1%	-$1.05M	1.06%	29
2024 Q2	$109M	Buy	191,855 +344	+0.2%	+$184K	1%	31
2024 Q1	$103M	Buy	191,511 +958	+0.5%	+$487K	1.03%	29
2023 Q4	$88.5M	Buy	190,553 +11,523	+6%	+$4.8M	0.88%	30
2023 Q3	$72.4M	Buy	179,030 +19,248	+12%	+$7.74M	0.81%	31
2023 Q2	$62.3M	Buy	159,782 +49,462	+45%	+$16.7M	0.67%	37
2023 Q1	$37.1M	Buy	110,320 +108,212	+5,133%	+$35.8M	0.42%	48
2022 Q4	$613K	Sell	2,108 -160	-7%	-$45.8K	0.01%	184
2022 Q3	$550K	Sell	2,268 -2	-0.1%	-$541	0.01%	192
2022 Q2	$559K	Hold	2,270	–	–	0.01%	195
2022 Q1	$644K	Hold	2,270	–	–	0.01%	195
2021 Q4	$722K	Hold	2,270	–	–	0.01%	198
2021 Q3	$635K	Sell	2,270 -42	-2%	-$12.5K	0.01%	199
2021 Q2	$710K	Buy	2,312 +5	+0.2%	+$1.55K	0.01%	195
2021 Q1	$728K	Sell	2,307 -33	-1%	-$9.53K	0.01%	178
2020 Q4	$637K	Hold	2,340	–	–	0.01%	185
2020 Q3	$473K	Sell	2,340 -240	-9%	-$47.2K	0.01%	194
2020 Q2	$473K	Hold	2,580	–	–	0.01%	180
2020 Q1	$335K	Hold	2,580	–	–	0.01%	201
2019 Q4	$531K	Hold	2,580	–	–	0.01%	201
2019 Q3	$466K	Sell	2,580 -27	-1%	-$4.59K	0.01%	204
2019 Q2	$443K	Buy	2,607 +27	+1%	+$4.66K	0.01%	202
2019 Q1	$443K	Hold	2,580	–	–	0.01%	199
2018 Q4	$385K	Hold	2,580	–	–	0.01%	211
2018 Q3	$475K	Hold	2,580	–	–	0.01%	208
2018 Q2	$402K	Hold	2,580	–	–	0.01%	218
2018 Q1	$441K	Hold	2,580	–	–	0.01%	209
2017 Q4	$515K	Hold	2,580	–	–	0.01%	198
2017 Q3	$452K	Hold	2,580	–	–	0.01%	201
2017 Q2	$428K	Sell	2,580 -100	-4%	-$15.8K	0.01%	203
2017 Q1	$430K	Sell	2,680 -150	-5%	-$22.8K	0.01%	199
2016 Q4	$396K	Hold	2,830	–	–	0.01%	203
2016 Q3	$355K	Hold	2,830	–	–	0.01%	214
2016 Q2	$306K	Hold	2,830	–	–	0.01%	220
2016 Q1	$314K	Sell	2,830 -6,000	-68%	-$603K	0.01%	213
2015 Q4	$856K	Buy	8,830 +2,500	+39%	+$253K	0.02%	160
2015 Q3	$736K	Hold	6,330	–	–	0.02%	172
2015 Q2	$736K	Hold	6,330	–	–	0.02%	172
2015 Q1	$752K	Buy	6,330 +1,000	+19%	+$121K	0.02%	171
2014 Q4	$687K	Buy	5,330 +2,500	+88%	+$307K	0.02%	168
2014 Q3	$323K	Sell	2,830 -170	-6%	-$20K	0.01%	221
2014 Q2	$377K	Hold	3,000	–	–	0.01%	212
2014 Q1	$359K	Hold	3,000	–	–	0.01%	217
2013 Q4	$386K	Hold	3,000	–	–	0.01%	207
2013 Q3	$326K	Hold	3,000	–	–	0.01%	209
2013 Q2	$286K	Buy	+3,000	New	+$281K	0.01%	230

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

Loring Wolcott & Coolidge Fiduciary Advisors's PH Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Parker-Hannifin (PH) stake by 1% in Q1 2026, selling an estimated $2.04M and leaving 204,952 shares worth $202M. The position accounts for 2.02% of the portfolio, ranked #14.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PH in Q2 2013 and has held it in 52 quarters since. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 204,952 shares of Parker-Hannifin worth $202M as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,152 Parker-Hannifin shares in Q1 2026, an estimated $2.04M.
Parker-Hannifin made up 2.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #14 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Parker-Hannifin in Q2 2013 and has held it in 52 quarters since.
1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.