WF
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Welch & Forbes’s Parker-Hannifin PH Stock Holding History

Welch & Forbes’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 		$2.53M Sell
2,585
-29
-1% -$26.6K 0.03% 171
2026
Q1 		$2.34M Buy
2,614
+109
+4% +$103K 0.03% 172
2025
Q4 		$2.2M Sell
2,505
-46
-2% -$37.6K 0.03% 178
2025
Q3 		$1.93M Hold
2,551
– – 0.02% 186
2025
Q2 		$1.78M Sell
2,551
-27
-1% -$17.1K 0.02% 187
2025
Q1 		$1.57M Sell
2,578
-15
-0.6% -$9.81K 0.02% 196
2024
Q4 		$1.65M Sell
2,593
-80
-3% -$53K 0.02% 199
2024
Q3 		$1.69M Sell
2,673
-1,093
-29% -$621K 0.02% 200
2024
Q2 		$1.91M Sell
3,766
-722
-16% -$387K 0.03% 186
2024
Q1 		$2.49M Sell
4,488
-170
-4% -$86.4K 0.03% 171
2023
Q4 		$2.15M Buy
4,658
+5
+0.1% +$2.08K 0.03% 183
2023
Q3 		$1.81M Hold
4,653
– – 0.03% 187
2023
Q2 		$1.81M Buy
4,653
+76
+2% +$25.7K 0.03% 187
2023
Q1 		$1.54M Buy
4,577
+2
+0% +$662 0.03% 190
2022
Q4 		$1.33M Sell
4,575
-15
-0.3% -$4.29K 0.02% 197
2022
Q3 		$1.11M Hold
4,590
– – 0.02% 208
2022
Q2 		$1.13M Buy
4,590
+137
+3% +$36.7K 0.02% 212
2022
Q1 		$1.26M Buy
4,453
+750
+20% +$226K 0.02% 212
2021
Q4 		$1.18M Buy
3,703
+500
+16% +$155K 0.02% 222
2021
Q3 		$897K Hold
3,203
– – 0.01% 232
2021
Q2 		$983K Sell
3,203
-15
-0.5% -$4.64K 0.02% 229
2021
Q1 		$1.02M Buy
3,218
+89
+3% +$25.7K 0.02% 217
2020
Q4 		$853K Buy
3,129
+256
+9% +$63.4K 0.02% 227
2020
Q3 		$581K Buy
2,873
+1,099
+62% +$216K 0.01% 237
2020
Q2 		$325K Buy
1,774
+100
+6% +$16.1K 0.01% 286
2020
Q1 		$217K Hold
1,674
– – 0.01% 306
2019
Q4 		$344K Hold
1,674
– – 0.01% 292
2019
Q3 		$303K Buy
+1,674
New +$285K 0.01% 307

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Welch & Forbes's PH Position: Q2 2026 in Review

Welch & Forbes reduced its Parker-Hannifin (PH) stake by 1.1% in Q2 2026, selling an estimated $26.6K and leaving 2,585 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #171.

Welch & Forbes first reported a position in PH in Q3 2019 and has held it in 28 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Welch & Forbes held 2,585 shares of Parker-Hannifin worth $2.53M as of Q2 2026.
  • Welch & Forbes sold 29 Parker-Hannifin shares in Q2 2026, an estimated $26.6K.
  • Parker-Hannifin made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #171 holding.
  • Welch & Forbes first reported a position in Parker-Hannifin in Q3 2019 and has held it in 28 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.