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Agate Pass Investment Management’s Parker-Hannifin PH Stock Holding History

Agate Pass Investment Management’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 		$793K Sell
811
-23
-3% -$21.1K 0.29% 72
2026
Q1 		$747K Sell
834
-109
-12% -$103K 0.29% 76
2025
Q4 		$829K Hold
943
– – 0.31% 71
2025
Q3 		$715K Hold
943
– – 0.27% 76
2025
Q2 		$659K Sell
943
-114
-11% -$72K 0.27% 77
2025
Q1 		$642K Sell
1,057
-86
-8% -$56.2K 0.27% 82
2024
Q4 		$727K Sell
1,143
-58
-5% -$38.4K 0.33% 72
2024
Q3 		$759K Sell
1,201
-65
-5% -$36.9K 0.38% 63
2024
Q2 		$640K Hold
1,266
– – 0.34% 64
2024
Q1 		$704K Sell
1,266
-23
-2% -$11.7K 0.38% 62
2023
Q4 		$594K Buy
+1,289
New +$537K 0.34% 66
2023
Q3 		– Sell
-1,517
Closed -$592K – 90
2023
Q2 		$592K Sell
1,517
-15
-1% -$5.08K 0.36% 64
2023
Q1 		$515K Sell
1,532
-22
-1% -$7.29K 0.34% 70
2022
Q4 		$452K Sell
1,554
-97
-6% -$27.8K 0.32% 71
2022
Q3 		$400K Buy
1,651
+167
+11% +$45.2K 0.31% 73
2022
Q2 		$365K Buy
1,484
+602
+68% +$161K 0.26% 78
2022
Q1 		$250K Buy
882
+30
+4% +$9.05K 0.16% 90
2021
Q4 		$271K Buy
+852
New +$264K 0.17% 91

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Agate Pass Investment Management's PH Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Parker-Hannifin (PH) stake by 2.8% in Q2 2026, selling an estimated $21.1K and leaving 811 shares worth $793K. The position accounts for 0.29% of the portfolio, ranked #72.

Agate Pass Investment Management first reported a position in PH in Q4 2021 and has held it in 18 quarters since. The position peaked at $829K in Q4 2025. 437 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Agate Pass Investment Management held 811 shares of Parker-Hannifin worth $793K as of Q2 2026.
  • Agate Pass Investment Management sold 23 Parker-Hannifin shares in Q2 2026, an estimated $21.1K.
  • Parker-Hannifin made up 0.29% of Agate Pass Investment Management's portfolio in Q2 2026, its #72 holding.
  • Agate Pass Investment Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 18 quarters since.
  • Agate Pass Investment Management's Parker-Hannifin position peaked at $829K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.