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 Q2	$507K	Buy	518 +167	+48%	+$153K	0.21%	97
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 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

Beaton Management Company's PH Position: Q2 2026 in Review

Beaton Management Company increased its Parker-Hannifin (PH) stake by 48% in Q2 2026, buying an estimated $153K and bringing the position to 518 shares worth $507K. The position accounts for 0.21% of the portfolio, ranked #97.

Beaton Management Company first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Beaton Management Company held 518 shares of Parker-Hannifin worth $507K as of Q2 2026.
Beaton Management Company bought 167 Parker-Hannifin shares in Q2 2026, an estimated $153K.
Parker-Hannifin made up 0.21% of Beaton Management Company's portfolio in Q2 2026, its #97 holding.
Beaton Management Company first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.