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Westbourne Investments’s Parker-Hannifin PH Stock Holding History

Westbourne Investments’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 		$3.55M Sell
3,965
-15
-0.4% -$14.2K 1.69% 13
2025
Q4 		$3.5M Sell
3,980
-15
-0.4% -$12.3K 1.63% 18
2025
Q3 		$3.09M Sell
3,995
-1
-0% -$738 1.48% 21
2025
Q2 		$2.79M Sell
3,996
-22
-0.5% -$13.9K 1.49% 19
2025
Q1 		$2.44M Sell
4,018
-20
-0.5% -$13.1K 1.47% 13
2024
Q4 		$2.57M Buy
+4,038
New +$2.67M 1.51% 16

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

Westbourne Investments's PH Position: Q1 2026 in Review

Westbourne Investments reduced its Parker-Hannifin (PH) stake by 0.38% in Q1 2026, selling an estimated $14.2K and leaving 3,965 shares worth $3.55M. The position accounts for 1.69% of the portfolio, ranked #13.

Westbourne Investments first reported a position in PH in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Westbourne Investments held 3,965 shares of Parker-Hannifin worth $3.55M as of Q1 2026.
  • Westbourne Investments sold 15 Parker-Hannifin shares in Q1 2026, an estimated $14.2K.
  • Parker-Hannifin made up 1.69% of Westbourne Investments's portfolio in Q1 2026, its #13 holding.
  • Westbourne Investments first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.