Applied Finance Capital Management’s Parker-Hannifin PH Stock Holding History

Applied Finance Capital 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	–	Sell	-1,269	Closed	-$1.14M	–	254
2026 Q1	$1.14M	Sell	1,269 -101	-7%	-$95.6K	0.09%	93
2025 Q4	$1.2M	Buy	+1,370	New	+$1.12M	0.09%	86
2025 Q3	–	Sell	-1,676	Closed	-$1.17M	–	314
2025 Q2	$1.17M	Sell	1,676 -93	-5%	-$58.8K	0.08%	100
2025 Q1	$1.08M	Buy	1,769 +92	+5%	+$60.2K	0.08%	104
2024 Q4	$1.07M	Buy	+1,677	New	+$1.11M	0.05%	103

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's PH Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 1,269 shares — an estimated $1.14M sold.

Applied Finance Capital Management first reported a position in PH in Q4 2024 and held it in 5 quarters. The position peaked at $1.2M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Applied Finance Capital Management reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
Applied Finance Capital Management sold 1,269 Parker-Hannifin shares in Q2 2026, an estimated $1.14M.
Applied Finance Capital Management first reported a position in Parker-Hannifin in Q4 2024 and held it in 5 quarters.
Applied Finance Capital Management's Parker-Hannifin position peaked at $1.2M in Q4 2025.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.