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Nvest Financial’s Parker-Hannifin PH Stock Holding History

Nvest Financial’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 		$769K Buy
859
+214
+33% +$203K 0.29% 73
2025
Q4 		$567K Buy
645
+204
+46% +$167K 0.24% 78
2025
Q3 		$334K Sell
441
-92
-17% -$67.9K 0.19% 97
2025
Q2 		$372K Sell
533
-16
-3% -$10.1K 0.19% 77
2025
Q1 		$334K Sell
549
-5
-0.9% -$3.27K 0.18% 77
2024
Q4 		$352K Sell
554
-5
-0.9% -$3.31K 0.18% 88
2024
Q3 		$353K Sell
559
-30
-5% -$17K 0.2% 75
2024
Q2 		$298K Buy
589
+12
+2% +$6.43K 0.18% 74
2024
Q1 		$321K Buy
+577
New +$293K 0.21% 65

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

Nvest Financial's PH Position: Q1 2026 in Review

Nvest Financial increased its Parker-Hannifin (PH) stake by 33% in Q1 2026, buying an estimated $203K and bringing the position to 859 shares worth $769K. The position accounts for 0.29% of the portfolio, ranked #73.

Nvest Financial first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Nvest Financial held 859 shares of Parker-Hannifin worth $769K as of Q1 2026.
  • Nvest Financial bought 214 Parker-Hannifin shares in Q1 2026, an estimated $203K.
  • Parker-Hannifin made up 0.29% of Nvest Financial's portfolio in Q1 2026, its #73 holding.
  • Nvest Financial first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.