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Waverly Advisors’s Parker-Hannifin PH Stock Holding History

Waverly 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 		$2.66M Buy
2,970
+17
+0.6% +$16.1K 0.02% 586
2025
Q4 		$2.6M Buy
2,953
+1,645
+126% +$1.35M 0.02% 529
2025
Q3 		$992K Sell
1,308
-48
-4% -$35.4K 0.01% 644
2025
Q2 		$947K Sell
1,356
-618
-31% -$390K 0.01% 628
2025
Q1 		$1.2M Buy
1,974
+1,052
+114% +$688K 0.01% 572
2024
Q4 		$586K Buy
+922
New +$611K 0.01% 647
2017
Q4 		– Sell
-1,413
Closed -$247K – 406
2017
Q3 		$247K Sell
1,413
-985
-41% -$162K 0.05% 193
2017
Q2 		$383K Buy
2,398
+40
+2% +$6.34K 0.1% 157
2017
Q1 		$378K Buy
+2,358
New +$358K 0.1% 155
2015
Q4 		– Sell
-1,222
Closed -$119K – 324
2015
Q3 		$119K Buy
1,222
+69
+6% +$7.49K 0.08% 68
2015
Q2 		$134K Hold
1,153
– – 0.08% 63
2015
Q1 		$137K Buy
1,153
+591
+105% +$71.6K 0.07% 56
2014
Q4 		$72K Hold
562
– – 0.04% 96
2014
Q3 		$64K Buy
562
+499
+792% +$58.8K 0.03% 192
2014
Q2 		$8K Hold
63
– – ﹤0.01% 494
2014
Q1 		$8K Sell
63
-181
-74% -$21.7K ﹤0.01% 470
2013
Q4 		$31K Sell
244
-129
-35% -$15K 0.01% 395
2013
Q3 		$41K Buy
+373
New +$38.4K 0.02% 279

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

Waverly Advisors's PH Position: Q1 2026 in Review

Waverly Advisors increased its Parker-Hannifin (PH) stake by 0.58% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,970 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #586.

Waverly Advisors first reported a position in PH in Q3 2013 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Waverly Advisors held 2,970 shares of Parker-Hannifin worth $2.66M as of Q1 2026.
  • Waverly Advisors bought 17 Parker-Hannifin shares in Q1 2026, an estimated $16.1K.
  • Parker-Hannifin made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #586 holding.
  • Waverly Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.