Monte Financial Group’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.02M | Sell |
2,256
-252
| -10% | -$239K | 0.72% | 41 |
|
|
2025
Q4 | $2.2M | Sell |
2,508
-4
| -0.2% | -$3.27K | 0.82% | 39 |
|
|
2025
Q3 | $1.9M | Sell |
2,512
-175
| -7% | -$129K | 0.7% | 44 |
|
|
2025
Q2 | $1.88M | Hold |
2,687
| – | – | 0.73% | 42 |
|
|
2025
Q1 | $1.51M | Buy |
2,687
+524
| +24% | +$343K | 0.66% | 41 |
|
|
2024
Q4 | $1.38M | Sell |
2,163
-42
| -2% | -$27.8K | 0.59% | 45 |
|
|
2024
Q3 | $1.39M | Sell |
2,205
-316
| -13% | -$180K | 0.58% | 43 |
|
|
2024
Q2 | $1.27M | Sell |
2,521
-6
| -0.2% | -$3.22K | 0.56% | 48 |
|
|
2024
Q1 | $1.4M | Sell |
2,527
-340
| -12% | -$173K | 0.62% | 38 |
|
|
2023
Q4 | $1.32M | Sell |
2,867
-272
| -9% | -$113K | 0.62% | 40 |
|
|
2023
Q3 | $1.22M | Sell |
3,139
-407
| -11% | -$164K | 0.62% | 37 |
|
|
2023
Q2 | $1.38M | Buy |
3,546
+23
| +0.7% | +$7.78K | 0.67% | 35 |
|
|
2023
Q1 | $1.18M | Buy |
3,523
+56
| +2% | +$18.5K | 0.63% | 37 |
|
|
2022
Q4 | $1.01M | Buy |
3,467
+215
| +7% | +$61.5K | 0.52% | 38 |
|
|
2022
Q3 | $788K | Sell |
3,252
-292
| -8% | -$79K | 0.48% | 38 |
|
|
2022
Q2 | $872K | Buy |
3,544
+119
| +3% | +$31.8K | 0.51% | 37 |
|
|
2022
Q1 | $972K | Sell |
3,425
-22
| -0.6% | -$6.63K | 0.52% | 37 |
|
|
2021
Q4 | $1.1M | Buy |
3,447
+150
| +5% | +$46.4K | 0.58% | 36 |
|
|
2021
Q3 | $922K | Buy |
3,297
+118
| +4% | +$35.1K | 0.53% | 42 |
|
|
2021
Q2 | $976K | Buy |
3,179
+219
| +7% | +$67.8K | 0.56% | 40 |
|
|
2021
Q1 | $934K | Buy |
2,960
+282
| +11% | +$81.4K | 0.57% | 40 |
|
|
2020
Q4 | $730K | Sell |
2,678
-426
| -14% | -$106K | 0.5% | 47 |
|
|
2020
Q3 | $628K | Buy |
3,104
+49
| +2% | +$9.64K | 0.47% | 49 |
|
|
2020
Q2 | $560K | Buy |
3,055
+395
| +15% | +$63.7K | 0.44% | 48 |
|
|
2020
Q1 | $345K | Sell |
2,660
-471
| -15% | -$85.3K | 0.33% | 57 |
|
|
2019
Q4 | $644K | Buy |
3,131
+147
| +5% | +$28.5K | 0.47% | 46 |
|
|
2019
Q3 | $539K | Buy |
2,984
+210
| +8% | +$35.7K | 0.43% | 47 |
|
|
2019
Q2 | $472K | Buy |
2,774
+259
| +10% | +$44.7K | 0.4% | 50 |
|
|
2019
Q1 | $432K | Buy |
2,515
+271
| +12% | +$44.9K | 0.38% | 47 |
|
|
2018
Q4 | $335K | Buy |
2,244
+388
| +21% | +$62.8K | 0.35% | 47 |
|
|
2018
Q3 | $341K | Buy |
1,856
+124
| +7% | +$21.3K | 0.32% | 51 |
|
|
2018
Q2 | $270K | Buy |
1,732
+22
| +1% | +$3.75K | 0.27% | 61 |
|
|
2018
Q1 | $292K | Buy |
+1,710
| New | +$324K | 0.3% | 58 |
|
Other funds holding PH
VCM
Monte Financial Group's PH Position: Q1 2026 in Review
Monte Financial Group reduced its Parker-Hannifin (PH) stake by 10% in Q1 2026, selling an estimated $239K and leaving 2,256 shares worth $2.02M. The position accounts for 0.72% of the portfolio, ranked #41.
Monte Financial Group first reported a position in PH in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.2M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.
- Monte Financial Group held 2,256 shares of Parker-Hannifin worth $2.02M as of Q1 2026.
- Monte Financial Group sold 252 Parker-Hannifin shares in Q1 2026, an estimated $239K.
- Parker-Hannifin made up 0.72% of Monte Financial Group's portfolio in Q1 2026, its #41 holding.
- Monte Financial Group first reported a position in Parker-Hannifin in Q1 2018 and has held it in 33 quarters since.
- Monte Financial Group's Parker-Hannifin position peaked at $2.2M in Q4 2025.
- 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.