Alphinity Investment Management’s Parker-Hannifin PH Stock Holding History

Alphinity 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 Q1	$220M	Sell	245,960 -299,836	-55%	-$284M	3.88%	13
2025 Q4	$480M	Sell	545,796 -16,149	-3%	-$13.2M	4.86%	8
2025 Q3	$426M	Sell	561,945 -161,777	-22%	-$119M	4.16%	13
2025 Q2	$505M	Sell	723,722 -561,612	-44%	-$355M	4.33%	15
2025 Q1	$781M	Buy	1,285,334 +439,698	+52%	+$288M	5.29%	6
2024 Q4	$538M	Buy	845,636 +45,221	+6%	+$29.9M	2.92%	21
2024 Q3	$506M	Buy	800,415 +93,255	+13%	+$53M	2.99%	21
2024 Q2	$358M	Sell	707,160 -354,891	-33%	-$190M	2.63%	19
2024 Q1	$590M	Sell	1,062,051 -70,705	-6%	-$35.9M	5.24%	4
2023 Q4	$522M	Buy	1,132,756 +336,370	+42%	+$140M	5.3%	5
2023 Q3	$310M	Buy	+796,386	New	+$320M	4.97%	8

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alphinity Investment Management's PH Position: Q1 2026 in Review

Alphinity Investment Management reduced its Parker-Hannifin (PH) stake by 55% in Q1 2026, selling an estimated $284M and leaving 245,960 shares worth $220M. The position accounts for 3.88% of the portfolio, ranked #13.

Alphinity Investment Management first reported a position in PH in Q3 2023 and has held it in 11 quarters since. The position peaked at $781M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Alphinity Investment Management held 245,960 shares of Parker-Hannifin worth $220M as of Q1 2026.
Alphinity Investment Management sold 299,836 Parker-Hannifin shares in Q1 2026, an estimated $284M.
Parker-Hannifin made up 3.88% of Alphinity Investment Management's portfolio in Q1 2026, its #13 holding.
Alphinity Investment Management first reported a position in Parker-Hannifin in Q3 2023 and has held it in 11 quarters since.
Alphinity Investment Management's Parker-Hannifin position peaked at $781M in Q1 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Alphinity Investment Management's 13F filing for Q1 2026, filed 12 May 2026.