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RFG - Bristol Wealth Advisors’s Parker-Hannifin PH Stock Holding History

RFG - Bristol Wealth Advisors’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 		$2.07M Buy
2,313
+472
+26% +$447K 0.56% 38
2025
Q4 		$1.62M Sell
1,841
-123
-6% -$101K 0.45% 52
2025
Q3 		$1.49M Buy
1,964
+4
+0.2% +$2.95K 0.43% 57
2025
Q2 		$1.37M Buy
1,960
+1,627
+489% +$1.03M 0.42% 54
2025
Q1 		$202K Hold
333
– – 0.07% 164
2024
Q4 		$212K Buy
+333
New +$221K 0.07% 147

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

RFG - Bristol Wealth Advisors's PH Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors increased its Parker-Hannifin (PH) stake by 26% in Q1 2026, buying an estimated $447K and bringing the position to 2,313 shares worth $2.07M. The position accounts for 0.56% of the portfolio, ranked #38.

RFG - Bristol Wealth Advisors first reported a position in PH in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 2,313 shares of Parker-Hannifin worth $2.07M as of Q1 2026.
  • RFG - Bristol Wealth Advisors bought 472 Parker-Hannifin shares in Q1 2026, an estimated $447K.
  • Parker-Hannifin made up 0.56% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.