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Robertson Stephens Wealth Management’s Parker-Hannifin PH Stock Holding History

Robertson Stephens Wealth Management’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 		$1.01M Sell
1,034
-115
-10% -$105K 0.02% 314
2026
Q1 		$1.03M Sell
1,149
-14
-1% -$13.3K 0.03% 295
2025
Q4 		$1.02M Buy
1,163
+118
+11% +$96.6K 0.03% 300
2025
Q3 		$793K Sell
1,045
-19
-2% -$14K 0.02% 279
2025
Q2 		$743K Sell
1,064
-121
-10% -$76.5K 0.02% 305
2025
Q1 		$721K Buy
1,185
+45
+4% +$29.4K 0.02% 307
2024
Q4 		$725K Sell
1,140
-16
-1% -$10.6K 0.03% 297
2024
Q3 		$730K Buy
1,156
+9
+0.8% +$5.11K 0.03% 334
2024
Q2 		$580K Buy
1,147
+80
+7% +$42.9K 0.03% 313
2024
Q1 		$593K Buy
1,067
+2
+0.2% +$1.02K 0.03% 313
2023
Q4 		$491K Buy
1,065
+12
+1% +$5K 0.03% 313
2023
Q3 		$410K Hold
1,053
– – 0.03% 331
2023
Q2 		$411K Buy
1,053
+1
+0.1% +$338 0.03% 307
2023
Q1 		$354K Buy
+1,052
New +$348K 0.03% 343

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Robertson Stephens Wealth Management's PH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Parker-Hannifin (PH) stake by 10% in Q2 2026, selling an estimated $105K and leaving 1,034 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #314.

Robertson Stephens Wealth Management first reported a position in PH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2026. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,034 shares of Parker-Hannifin worth $1.01M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 115 Parker-Hannifin shares in Q2 2026, an estimated $105K.
  • Parker-Hannifin made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Robertson Stephens Wealth Management first reported a position in Parker-Hannifin in Q1 2023 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's Parker-Hannifin position peaked at $1.03M in Q1 2026.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.