Whipplewood Advisors’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.8K Buy
+21
New +$19.9K 0.01% 403
2025
Q3
Sell
-44
Closed -$30.7K 927
2025
Q2
$30.7K Sell
44
-60
-58% -$37.9K 0.02% 395
2025
Q1
$25.5K Buy
104
+65
+167% +$42.5K 0.02% 411
2024
Q4
$24.8K Buy
+39
New +$25.8K 0.01% 408

Other funds holding PH

Whipplewood Advisors's PH Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 21 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in PH as recently as Q2 2025.

Whipplewood Advisors first reported a position in PH in Q4 2024 and has held it in 4 quarters since. The position peaked at $30.7K in Q2 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Whipplewood Advisors held 21 shares of Parker-Hannifin worth $18.8K as of Q1 2026.
  • Parker-Hannifin was a new Whipplewood Advisors position in Q1 2026.
  • Parker-Hannifin made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #403 holding.
  • Whipplewood Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Parker-Hannifin position peaked at $30.7K in Q2 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.