UF
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Univest Financial’s Parker-Hannifin PH Stock Holding History

Univest Financial’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 		$4.69M Sell
5,243
-570
-10% -$539K 0.26% 70
2025
Q4 		$5.11M Sell
5,813
-200
-3% -$164K 0.27% 68
2025
Q3 		$4.56M Sell
6,013
-48
-0.8% -$35.4K 0.26% 70
2025
Q2 		$4.23M Buy
6,061
+475
+9% +$300K 0.25% 73
2025
Q1 		$3.4M Buy
5,586
+493
+10% +$322K 0.22% 82
2024
Q4 		$3.24M Buy
5,093
+1,095
+27% +$725K 0.2% 86
2024
Q3 		$2.53M Buy
+3,998
New +$2.27M 0.17% 98

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

Univest Financial's PH Position: Q1 2026 in Review

Univest Financial reduced its Parker-Hannifin (PH) stake by 9.8% in Q1 2026, selling an estimated $539K and leaving 5,243 shares worth $4.69M. The position accounts for 0.26% of the portfolio, ranked #70.

Univest Financial first reported a position in PH in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Univest Financial held 5,243 shares of Parker-Hannifin worth $4.69M as of Q1 2026.
  • Univest Financial sold 570 Parker-Hannifin shares in Q1 2026, an estimated $539K.
  • Parker-Hannifin made up 0.26% of Univest Financial's portfolio in Q1 2026, its #70 holding.
  • Univest Financial first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Parker-Hannifin position peaked at $5.11M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.