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Beaton Management Company’s Parker-Hannifin PH Stock Holding History

Beaton Management Company’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 		$314K Hold
351
– – 0.14% 117
2025
Q4 		$309K Hold
351
– – 0.14% 117
2025
Q3 		$266K Hold
351
– – 0.12% 119
2025
Q2 		$245K Hold
351
– – 0.12% 123
2025
Q1 		$213K Hold
351
– – 0.11% 133
2024
Q4 		$223K Hold
351
– – 0.11% 128
2024
Q3 		$222K Buy
+351
New +$199K 0.11% 130

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beaton Management Company's PH Position: Q1 2026 in Review

Beaton Management Company held its Parker-Hannifin (PH) position steady in Q1 2026 at 351 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #117.

Beaton Management Company first reported a position in PH in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Beaton Management Company held 351 shares of Parker-Hannifin worth $314K as of Q1 2026.
  • Beaton Management Company left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.14% of Beaton Management Company's portfolio in Q1 2026, its #117 holding.
  • Beaton Management Company first reported a position in Parker-Hannifin in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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