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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
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 $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

Robertson Stephens Wealth Management's PH Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Parker-Hannifin (PH) stake by 1.2% in Q1 2026, selling an estimated $13.3K and leaving 1,149 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #295.

Robertson Stephens Wealth Management first reported a position in PH in Q1 2023 and has held it in 13 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Robertson Stephens Wealth Management held 1,149 shares of Parker-Hannifin worth $1.03M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 14 Parker-Hannifin shares in Q1 2026, an estimated $13.3K.
  • Parker-Hannifin made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Robertson Stephens Wealth Management first reported a position in Parker-Hannifin in Q1 2023 and has held it in 13 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.