Richard Bernstein Advisors’s Parker-Hannifin PH Stock Holding History

Richard Bernstein 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	$1.35M	Buy	+1,507	New	+$1.43M	0.04%	139
2019 Q2	–	Sell	-15,410	Closed	-$2.64M	–	264
2019 Q1	$2.64M	Hold	15,410	–	–	0.09%	189
2018 Q4	$2.3M	Sell	15,410 -7,010	-31%	-$1.13M	0.08%	235
2018 Q3	$4.12M	Hold	22,420	–	–	0.12%	185
2018 Q2	$3.49M	Buy	22,420 +3,543	+19%	+$604K	0.11%	188
2018 Q1	$3.23M	Buy	+18,877	New	+$3.58M	0.11%	194

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richard Bernstein Advisors's PH Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 1,507 shares worth $1.35M. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in PH as recently as Q1 2019.

Richard Bernstein Advisors first reported a position in PH in Q1 2018 and has held it in 6 quarters since. The position peaked at $4.12M in Q3 2018. 1,932 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Richard Bernstein Advisors held 1,507 shares of Parker-Hannifin worth $1.35M as of Q1 2026.
Parker-Hannifin was a new Richard Bernstein Advisors position in Q1 2026.
Parker-Hannifin made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #139 holding.
Richard Bernstein Advisors first reported a position in Parker-Hannifin in Q1 2018 and has held it in 6 quarters since.
Richard Bernstein Advisors's Parker-Hannifin position peaked at $4.12M in Q3 2018.
1,932 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.