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Biltmore Family Office’s Parker-Hannifin PH Stock Holding History

Biltmore Family Office’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 		$2.18M Sell
2,228
-371
-14% -$340K 0.29% 65
2026
Q1 		$2.33M Buy
2,599
+3
+0.1% +$2.84K 0.33% 62
2025
Q4 		$2.28M Buy
2,596
+398
+18% +$326K 0.32% 64
2025
Q3 		$1.67M Buy
2,198
+36
+2% +$26.6K 0.24% 70
2025
Q2 		$1.51M Buy
2,162
+2
+0.1% +$1.26K 0.26% 68
2025
Q1 		$1.31M Hold
2,160
– – 0.22% 74
2024
Q4 		$1.37M Hold
2,160
– – 0.23% 68
2024
Q3 		$1.36M Buy
2,160
+10
+0.5% +$5.68K 0.23% 74
2024
Q2 		$1.09M Sell
2,150
-43
-2% -$23.1K 0.2% 77
2024
Q1 		$1.22M Hold
2,193
– – 0.24% 71
2023
Q4 		$1.01M Hold
2,193
– – 0.21% 72
2023
Q3 		$854K Hold
2,193
– – 0.19% 78
2023
Q2 		$855K Hold
2,193
– – 0.18% 73
2023
Q1 		$737K Hold
2,193
– – 0.16% 93
2022
Q4 		$638K Hold
2,193
– – 0.13% 105
2022
Q3 		$531K Hold
2,193
– – 0.12% 95
2022
Q2 		$540K Hold
2,193
– – 0.13% 99
2022
Q1 		$622K Hold
2,193
– – 0.13% 95
2021
Q4 		$698K Buy
+2,193
New +$678K 0.13% 102

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Biltmore Family Office's PH Position: Q2 2026 in Review

Biltmore Family Office reduced its Parker-Hannifin (PH) stake by 14% in Q2 2026, selling an estimated $340K and leaving 2,228 shares worth $2.18M. The position accounts for 0.29% of the portfolio, ranked #65.

Biltmore Family Office first reported a position in PH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Biltmore Family Office held 2,228 shares of Parker-Hannifin worth $2.18M as of Q2 2026.
  • Biltmore Family Office sold 371 Parker-Hannifin shares in Q2 2026, an estimated $340K.
  • Parker-Hannifin made up 0.29% of Biltmore Family Office's portfolio in Q2 2026, its #65 holding.
  • Biltmore Family Office first reported a position in Parker-Hannifin in Q4 2021 and has held it in 19 quarters since.
  • Biltmore Family Office's Parker-Hannifin position peaked at $2.33M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.