Alta Advisers’s Parker-Hannifin PH Stock Holding History

Alta Advisers’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	$462K	Hold	516	–	–	0.17%	88
2025 Q4	$454K	Sell	516 -120	-19%	-$98.2K	0.16%	96
2025 Q3	$482K	Hold	636	–	–	0.15%	111
2025 Q2	$444K	Hold	636	–	–	0.16%	118
2025 Q1	$387K	Buy	636 +200	+46%	+$131K	0.16%	123
2024 Q4	$277K	Buy	436 +36	+9%	+$23.8K	0.18%	109
2024 Q3	$253K	Hold	400	–	–	0.12%	115
2024 Q2	$202K	Hold	400	–	–	0.1%	122
2024 Q1	$222K	Hold	400	–	–	0.11%	115
2023 Q4	$184K	Hold	400	–	–	0.1%	124
2023 Q3	$156K	Hold	400	–	–	0.09%	136
2023 Q2	$156K	Hold	400	–	–	0.09%	141
2023 Q1	$134K	Hold	400	–	–	0.08%	160
2022 Q4	$116K	Hold	400	–	–	0.07%	190
2022 Q3	$97K	Buy	+400	New	+$108K	0.06%	207

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

Alta Advisers's PH Position: Q1 2026 in Review

Alta Advisers held its Parker-Hannifin (PH) position steady in Q1 2026 at 516 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #88.

Alta Advisers first reported a position in PH in Q3 2022 and has held it in 15 quarters since. The position peaked at $482K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Alta Advisers held 516 shares of Parker-Hannifin worth $462K as of Q1 2026.
Alta Advisers left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.17% of Alta Advisers's portfolio in Q1 2026, its #88 holding.
Alta Advisers first reported a position in Parker-Hannifin in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Parker-Hannifin position peaked at $482K in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.