Newbridge Financial Services Group’s Parker-Hannifin PH Stock Holding History

Newbridge Financial Services Group’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	$31.4K	Buy	35 +17	+94%	+$16.1K	0.01%	538
2025 Q4	$15.8K	Buy	18 +4	+29%	+$3.27K	﹤0.01%	698
2025 Q3	$10.6K	Sell	14 -3	-18%	-$2.21K	﹤0.01%	886
2025 Q2	$11.9K	Sell	17 -2	-11%	-$1.26K	﹤0.01%	842
2025 Q1	$11.5K	Sell	19 -547	-97%	-$358K	﹤0.01%	651
2024 Q4	$360K	Buy	+566	New	+$375K	0.09%	149
2024 Q3	–	Sell	-1,249	Closed	-$632K	–	988
2024 Q2	$632K	Buy	1,249 +849	+212%	+$455K	0.24%	83
2024 Q1	$222K	Buy	400 +334	+506%	+$170K	0.1%	171
2023 Q4	$30.4K	Buy	+66	New	+$27.5K	0.01%	510

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

Newbridge Financial Services Group's PH Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Parker-Hannifin (PH) stake by 94% in Q1 2026, buying an estimated $16.1K and bringing the position to 35 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #538.

Newbridge Financial Services Group first reported a position in PH in Q4 2023 and has held it in 9 quarters since. The position peaked at $632K in Q2 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Newbridge Financial Services Group held 35 shares of Parker-Hannifin worth $31.4K as of Q1 2026.
Newbridge Financial Services Group bought 17 Parker-Hannifin shares in Q1 2026, an estimated $16.1K.
Parker-Hannifin made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #538 holding.
Newbridge Financial Services Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 9 quarters since.
Newbridge Financial Services Group's Parker-Hannifin position peaked at $632K in Q2 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.