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 Q2	$451K	Sell	461 -27	-6%	-$24.7K	0.26%	85
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 $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

Norges Bank Oslo, Norway $1T AUM

Richardson Financial Services's PH Position: Q2 2026 in Review

Richardson Financial Services reduced its Parker-Hannifin (PH) stake by 5.5% in Q2 2026, selling an estimated $24.7K and leaving 461 shares worth $451K. The position accounts for 0.26% of the portfolio, ranked #85.

Richardson Financial Services first reported a position in PH in Q4 2023 and has held it in 11 quarters since. The position peaked at $745K in Q3 2025. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Richardson Financial Services held 461 shares of Parker-Hannifin worth $451K as of Q2 2026.
Richardson Financial Services sold 27 Parker-Hannifin shares in Q2 2026, an estimated $24.7K.
Parker-Hannifin made up 0.26% of Richardson Financial Services's portfolio in Q2 2026, its #85 holding.
Richardson Financial Services first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Parker-Hannifin position peaked at $745K in Q3 2025.
1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.