Valley National Advisers’s Parker-Hannifin PH Stock Holding History

Valley National Advisers’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	$2.48M	Buy	2,766 +48	+2%	+$45.4K	0.32%	66
2025 Q4	$2.39M	Buy	2,718 +120	+5%	+$98.2K	0.33%	66
2025 Q3	$1.97M	Buy	2,598 +2,578	+12,890%	+$1.9M	0.31%	97
2025 Q2	$13K	Hold	20	–	–	﹤0.01%	519
2025 Q1	$12K	Sell	20 -6	-23%	-$3.92K	﹤0.01%	540
2024 Q4	$16K	Buy	26 +19	+271%	+$12.6K	﹤0.01%	479
2024 Q3	$4K	Sell	7 -76	-92%	-$43.2K	﹤0.01%	615
2024 Q2	$41K	Sell	83 -149	-64%	-$79.9K	0.01%	425
2024 Q1	$128K	Buy	232 +10	+5%	+$5.08K	0.02%	291
2023 Q4	$102K	Buy	222 +9	+4%	+$3.75K	0.02%	313
2023 Q3	$83K	Hold	213	–	–	0.01%	321
2023 Q2	$84K	Sell	213 -14	-6%	-$4.74K	0.01%	327
2023 Q1	$73K	Sell	227 -8	-3%	-$2.65K	0.01%	337
2022 Q4	$73K	Buy	235 +169	+256%	+$48.4K	0.01%	339
2022 Q3	$18K	Buy	66 +12	+22%	+$3.25K	﹤0.01%	511
2022 Q2	$14K	Buy	54 +13	+32%	+$3.48K	﹤0.01%	531
2022 Q1	$12K	Buy	41 +9	+28%	+$2.71K	﹤0.01%	573
2021 Q4	$10K	Hold	32	–	–	﹤0.01%	604
2021 Q3	$9K	Hold	32	–	–	﹤0.01%	596
2021 Q2	$10K	Hold	32	–	–	﹤0.01%	585
2021 Q1	$10K	Hold	32	–	–	﹤0.01%	543
2020 Q4	$9K	Hold	32	–	–	﹤0.01%	533
2020 Q3	$6K	Hold	32	–	–	﹤0.01%	545
2020 Q2	$6K	Sell	32 -42	-57%	-$6.78K	﹤0.01%	536
2020 Q1	$10K	Sell	74 -40	-35%	-$7.24K	﹤0.01%	470
2019 Q4	$23K	Hold	114	–	–	0.01%	410
2019 Q3	$21K	Hold	114	–	–	0.01%	414
2019 Q2	$19K	Hold	114	–	–	0.01%	408
2019 Q1	$20K	Hold	114	–	–	0.01%	393
2018 Q4	$17K	Buy	114 +26	+30%	+$4.21K	0.01%	392
2018 Q3	$16K	Hold	88	–	–	0.01%	385
2018 Q2	$14K	Sell	88 -10	-10%	-$1.71K	0.01%	382
2018 Q1	$17K	Hold	98	–	–	0.01%	350
2017 Q4	$20K	Hold	98	–	–	0.01%	332
2017 Q3	$17K	Buy	98 +10	+11%	+$1.64K	0.01%	352
2017 Q2	$14K	Hold	88	–	–	0.01%	364
2017 Q1	$14K	Hold	88	–	–	0.01%	360
2016 Q4	$12K	Hold	88	–	–	0.01%	388
2016 Q3	$11K	Hold	88	–	–	0.01%	377
2016 Q2	$10K	Hold	88	–	–	0.01%	388
2016 Q1	$10K	Buy	88 +6	+7%	+$603	0.01%	384
2015 Q4	$8K	Hold	82	–	–	﹤0.01%	404
2015 Q3	$8K	Hold	82	–	–	﹤0.01%	405
2015 Q2	$10K	Hold	82	–	–	0.01%	383
2015 Q1	$10K	Hold	82	–	–	0.01%	380
2014 Q4	$11K	Buy	+82	New	+$10.1K	0.01%	274

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley National Advisers's PH Position: Q1 2026 in Review

Valley National Advisers increased its Parker-Hannifin (PH) stake by 1.8% in Q1 2026, buying an estimated $45.4K and bringing the position to 2,766 shares worth $2.48M. The position accounts for 0.32% of the portfolio, ranked #66.

Valley National Advisers first reported a position in PH in Q4 2014 and has held it in 46 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Valley National Advisers held 2,766 shares of Parker-Hannifin worth $2.48M as of Q1 2026.
Valley National Advisers bought 48 Parker-Hannifin shares in Q1 2026, an estimated $45.4K.
Parker-Hannifin made up 0.32% of Valley National Advisers's portfolio in Q1 2026, its #66 holding.
Valley National Advisers first reported a position in Parker-Hannifin in Q4 2014 and has held it in 46 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.