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River Wealth Advisors’s Parker-Hannifin PH Stock Holding History

River 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 		$3.5M Sell
3,904
-96
-2% -$90.9K 0.4% 60
2025
Q4 		$3.52M Sell
4,000
-187
-4% -$153K 0.39% 58
2025
Q3 		$3.17M Sell
4,187
-16
-0.4% -$11.8K 0.37% 61
2025
Q2 		$2.94M Sell
4,203
-11
-0.3% -$6.95K 0.36% 63
2025
Q1 		$2.56M Sell
4,214
-109
-3% -$71.3K 0.36% 65
2024
Q4 		$2.75M Sell
4,323
-319
-7% -$211K 0.36% 66
2024
Q3 		$2.93M Sell
4,642
-70
-1% -$39.8K 0.39% 68
2024
Q2 		$2.38M Sell
4,712
-134
-3% -$71.9K 0.34% 73
2024
Q1 		$2.69M Sell
4,846
-53
-1% -$26.9K 0.39% 68
2023
Q4 		$2.26M Sell
4,899
-70
-1% -$29.1K 0.36% 71
2023
Q3 		$1.94M Sell
4,969
-256
-5% -$103K 0.35% 75
2023
Q2 		$2.04M Sell
5,225
-388
-7% -$131K 0.35% 77
2023
Q1 		$1.89M Sell
5,613
-36
-0.6% -$11.9K 0.34% 81
2022
Q4 		$1.64M Buy
5,649
+13
+0.2% +$3.72K 0.32% 82
2022
Q3 		$1.37M Sell
5,636
-299
-5% -$80.9K 0.29% 84
2022
Q2 		$1.46M Buy
5,935
+13
+0.2% +$3.48K 0.27% 88
2022
Q1 		$1.68M Buy
5,922
+78
+1% +$23.5K 0.27% 88
2021
Q4 		$1.86M Sell
5,844
-181
-3% -$56K 0.29% 84
2021
Q3 		$1.69M Sell
6,025
-29
-0.5% -$8.63K 0.29% 86
2021
Q2 		$1.86M Buy
6,054
+43
+0.7% +$13.3K 0.33% 81
2021
Q1 		$1.9M Sell
6,011
-154
-2% -$44.5K 0.36% 73
2020
Q4 		$1.68M Sell
6,165
-34
-0.5% -$8.42K 0.36% 72
2020
Q3 		$1.25M Buy
6,199
+98
+2% +$19.3K 0.33% 82
2020
Q2 		$1.12M Sell
6,101
-39
-0.6% -$6.29K 0.34% 83
2020
Q1 		$797K Sell
6,140
-389
-6% -$70.4K 0.32% 86
2019
Q4 		$1.34M Buy
6,529
+24
+0.4% +$4.65K 0.45% 71
2019
Q3 		$1.18M Buy
6,505
+66
+1% +$11.2K 0.44% 73
2019
Q2 		$1.09M Sell
6,439
-24
-0.4% -$4.14K 0.43% 74
2019
Q1 		$1.11M Sell
6,463
-99
-2% -$16.4K 0.46% 74
2018
Q4 		$979K Sell
6,562
-290
-4% -$46.9K 0.44% 73
2018
Q3 		$1.26M Buy
6,852
+48
+0.7% +$8.24K 0.46% 71
2018
Q2 		$1.06M Buy
6,804
+276
+4% +$47.1K 0.41% 79
2018
Q1 		$1.12M Sell
6,528
-100
-2% -$18.9K 0.47% 76
2017
Q4 		$1.32M Sell
6,628
-89
-1% -$16.5K 0.55% 68
2017
Q3 		$1.18M Sell
6,717
-602
-8% -$98.8K 0.53% 71
2017
Q2 		$1.17M Sell
7,319
-80
-1% -$12.7K 0.54% 67
2017
Q1 		$1.19M Buy
7,399
+226
+3% +$34.3K 0.58% 67
2016
Q4 		$1M Sell
7,173
-10
-0.1% -$1.33K 0.51% 76
2016
Q3 		$902K Sell
7,183
-93
-1% -$11.1K 0.5% 73
2016
Q2 		$786K Buy
7,276
+53
+0.7% +$5.94K 0.45% 80
2016
Q1 		$802K Sell
7,223
-303
-4% -$30.4K 0.48% 74
2015
Q4 		$730K Buy
7,526
+114
+2% +$11.5K 0.46% 77
2015
Q3 		$721K Buy
7,412
+42
+0.6% +$4.56K 0.5% 73
2015
Q2 		$857K Sell
7,370
-180
-2% -$21.7K 0.54% 71
2015
Q1 		$897K Buy
+7,550
New +$915K 0.56% 67

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

River Wealth Advisors's PH Position: Q1 2026 in Review

River Wealth Advisors reduced its Parker-Hannifin (PH) stake by 2.4% in Q1 2026, selling an estimated $90.9K and leaving 3,904 shares worth $3.5M. The position accounts for 0.4% of the portfolio, ranked #60.

River Wealth Advisors first reported a position in PH in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.52M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • River Wealth Advisors held 3,904 shares of Parker-Hannifin worth $3.5M as of Q1 2026.
  • River Wealth Advisors sold 96 Parker-Hannifin shares in Q1 2026, an estimated $90.9K.
  • Parker-Hannifin made up 0.4% of River Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • River Wealth Advisors first reported a position in Parker-Hannifin in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Parker-Hannifin position peaked at $3.52M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.