NW
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NewEdge Wealth’s Parker-Hannifin PH Stock Holding History

NewEdge Wealth’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 		$10.1M Sell
11,306
-2,404
-18% -$2.28M 0.12% 126
2025
Q4 		$12.1M Buy
13,710
+2,372
+21% +$1.94M 0.14% 124
2025
Q3 		$8.78M Sell
11,338
-531
-4% -$392K 0.13% 133
2025
Q2 		$8.61M Sell
11,869
-223
-2% -$141K 0.13% 129
2025
Q1 		$7.35M Buy
12,092
+72
+0.6% +$47.1K 0.13% 134
2024
Q4 		$7.65M Buy
12,020
+1,086
+10% +$719K 0.13% 138
2024
Q3 		$6.91M Buy
10,934
+2,341
+27% +$1.33M 0.12% 147
2024
Q2 		$4.35M Sell
8,593
-362
-4% -$194K 0.09% 185
2024
Q1 		$4.75M Buy
8,955
+4,167
+87% +$2.12M 0.11% 172
2023
Q4 		$2.21M Sell
4,788
-119
-2% -$49.5K 0.06% 280
2023
Q3 		$1.91M Sell
4,907
-2,359
-32% -$948K 0.06% 265
2023
Q2 		$2.83M Buy
7,266
+4,939
+212% +$1.67M 0.09% 199
2023
Q1 		$782K Sell
2,327
-870
-27% -$288K 0.03% 350
2022
Q4 		$930K Buy
3,197
+1,310
+69% +$375K 0.04% 297
2022
Q3 		$457K Sell
1,887
-638
-25% -$173K 0.02% 365
2022
Q2 		$621K Buy
+2,525
New +$676K 0.03% 356
2022
Q1 		– Sell
-19,143
Closed -$6.09M – 436
2021
Q4 		$6.09M Sell
19,143
-7,199
-27% -$2.23M 0.26% 98
2021
Q3 		$7.37M Buy
26,342
+1,399
+6% +$416K 0.44% 61
2021
Q2 		$7.66M Buy
24,943
+1,456
+6% +$451K 0.59% 54
2021
Q1 		$7.41M Buy
23,487
+16,645
+243% +$4.81M 0.74% 38
2020
Q4 		$1.86M Buy
+6,842
New +$1.69M 0.57% 49

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NewEdge Wealth's PH Position: Q1 2026 in Review

NewEdge Wealth reduced its Parker-Hannifin (PH) stake by 18% in Q1 2026, selling an estimated $2.28M and leaving 11,306 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #126.

NewEdge Wealth first reported a position in PH in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.1M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • NewEdge Wealth held 11,306 shares of Parker-Hannifin worth $10.1M as of Q1 2026.
  • NewEdge Wealth sold 2,404 Parker-Hannifin shares in Q1 2026, an estimated $2.28M.
  • Parker-Hannifin made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #126 holding.
  • NewEdge Wealth first reported a position in Parker-Hannifin in Q4 2020 and has held it in 21 quarters since.
  • NewEdge Wealth's Parker-Hannifin position peaked at $12.1M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.