Richardson Financial Services’s Parker-Hannifin PH Stock Holding History

Richardson Financial Services’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	$437K	Sell	488 -23	-5%	-$21.8K	0.27%	87
2025 Q4	$449K	Sell	511 -471	-48%	-$385K	0.15%	88
2025 Q3	$745K	Sell	982 -10	-1%	-$7.38K	0.46%	52
2025 Q2	$698K	Buy	992 +4	+0.4%	+$2.53K	0.47%	57
2025 Q1	$601K	Sell	988 -2	-0.2%	-$1.31K	0.46%	64
2024 Q4	$630K	Buy	990 +6	+0.6%	+$3.97K	0.44%	60
2024 Q3	$498K	Hold	984	–	–	0.32%	78
2024 Q2	$498K	Sell	984 -66	-6%	-$35.4K	0.36%	74
2024 Q1	$584K	Buy	1,050 +203	+24%	+$103K	0.41%	71
2023 Q4	$390K	Buy	+847	New	+$353K	0.34%	85

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richardson Financial Services's PH Position: Q1 2026 in Review

Richardson Financial Services reduced its Parker-Hannifin (PH) stake by 4.5% in Q1 2026, selling an estimated $21.8K and leaving 488 shares worth $437K. The position accounts for 0.27% of the portfolio, ranked #87.

Richardson Financial Services first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $745K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Richardson Financial Services held 488 shares of Parker-Hannifin worth $437K as of Q1 2026.
Richardson Financial Services sold 23 Parker-Hannifin shares in Q1 2026, an estimated $21.8K.
Parker-Hannifin made up 0.27% of Richardson Financial Services's portfolio in Q1 2026, its #87 holding.
Richardson Financial Services first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Parker-Hannifin position peaked at $745K in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.