Robertson Stephens Wealth Management, LLC

Position in PH — Parker-Hannifin Corp

CIK 1767307 San Francisco, CA

Position in PH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,011,376

-$17,254 QoQ

Shares Held

1,034

-10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#448

of 1,032 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $8,885,623 across 11 Specialty Industrial Machinery names. PH ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	6,607	$2,815,374
2	GEV	GE Vernova Inc.	1,161	$1,364,012
3	PH	Parker-Hannifin Corp This page	1,034	$1,011,376
4	EMR	Emerson Electric Co	6,403	$916,589
5	ROK	Rockwell Automation, Inc	1,124	$556,469
6	CMI	Cummins Inc	689	$491,401
7	XYL	Xylem Inc.	3,293	$389,265
8	ITW	Illinois Tool Works Inc	1,418	$383,526

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,011,376	1,034	-10.0%	Shares	Sole	2026-07-29
2026-03-31	$1,028,630	1,149	-1.2%	Shares	Sole	2026-04-28
2025-12-31	$1,022,230	1,163	+11.3%	Shares	Sole	2026-02-02
2025-09-30	$792,266	1,045	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$743,172	1,064	-10.2%	Shares	Sole	2025-07-24
2025-03-31	$720,302	1,185	+3.9%	Shares	Sole	2025-04-17
2024-12-31	$725,074	1,140	-1.4%	Shares	Sole	2025-01-27
2024-09-30	$730,383	1,156	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$580,164	1,147	+7.5%	Shares	Sole	2024-08-13
2024-03-31	$593,027	1,067	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$490,645	1,065	+1.1%	Shares	Sole	2024-02-06
2023-09-30	$410,164	1,053	0.0%	Shares	Sole	2023-11-13
2023-06-30	$410,712	1,053	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$353,587	1,052	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.