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Benchmark Investment Advisors’s Parker-Hannifin PH Stock Holding History

Benchmark Investment Advisors’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 		$971K Buy
+1,085
New +$1.03M 0.56% 41
2025
Q3 		$938K Buy
+1,237
New +$913K 0.54% 39
2025
Q1 		$1.9M Sell
3,122
-234
-7% -$153K 1.23% 23
2024
Q4 		$2.13M Buy
3,356
+138
+4% +$91.4K 1.39% 20
2024
Q3 		$2.03M Buy
3,218
+143
+5% +$81.2K 1.45% 22
2024
Q2 		$1.56M Buy
3,075
+312
+11% +$167K 1.13% 24
2024
Q1 		$1.54M Buy
2,763
+277
+11% +$141K 1.21% 23
2023
Q4 		$1.15M Buy
2,486
+187
+8% +$77.8K 1.06% 30
2023
Q3 		$895K Buy
+2,299
New +$924K 0.9% 36

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

Benchmark Investment Advisors's PH Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 1,085 shares worth $971K. The stake represents 0.56% of the portfolio and ranks #41 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in PH as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in PH in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q4 2024. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Benchmark Investment Advisors held 1,085 shares of Parker-Hannifin worth $971K as of Q1 2026.
  • Parker-Hannifin was a new Benchmark Investment Advisors position in Q1 2026.
  • Parker-Hannifin made up 0.56% of Benchmark Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Benchmark Investment Advisors first reported a position in Parker-Hannifin in Q3 2023 and has held it in 9 quarters since.
  • Benchmark Investment Advisors's Parker-Hannifin position peaked at $2.13M in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.