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 Q2	$543K	Buy	555 +520	+1,486%	+$476K	0.07%	162
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Newbridge Financial Services Group's PH Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Parker-Hannifin (PH) stake by 1,486% in Q2 2026, buying an estimated $476K and bringing the position to 555 shares worth $543K. The position accounts for 0.07% of the portfolio, ranked #162.

Newbridge Financial Services Group first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $632K in Q2 2024. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Newbridge Financial Services Group held 555 shares of Parker-Hannifin worth $543K as of Q2 2026.
Newbridge Financial Services Group bought 520 Parker-Hannifin shares in Q2 2026, an estimated $476K.
Parker-Hannifin made up 0.07% of Newbridge Financial Services Group's portfolio in Q2 2026, its #162 holding.
Newbridge Financial Services Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
Newbridge Financial Services Group's Parker-Hannifin position peaked at $632K in Q2 2024.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.