Boit C.F. David’s Parker-Hannifin PH Stock Holding History

Boit C.F. David’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	$2.78M	Hold	3,100	–	–	1.23%	26
2025 Q4	$2.86M	Hold	3,100	–	–	1.23%	26
2025 Q3	$2.35M	Hold	3,100	–	–	1.06%	27
2025 Q2	$2.17M	Hold	3,100	–	–	1.04%	27
2025 Q1	$1.88M	Hold	3,100	–	–	0.95%	28
2024 Q4	$1.97M	Hold	3,100	–	–	0.8%	29
2024 Q3	$1.95M	Hold	3,100	–	–	0.96%	30
2024 Q2	$1.57M	Hold	3,100	–	–	0.82%	31
2024 Q1	$1.68M	Buy	3,100 +600	+24%	+$305K	0.92%	30
2023 Q4	$1.13M	Buy	2,500 +1,000	+67%	+$416K	0.64%	39
2023 Q3	$578K	Hold	1,500	–	–	0.4%	47
2023 Q2	$585K	Hold	1,500	–	–	0.39%	47
2023 Q1	$485K	Hold	1,500	–	–	0.33%	48
2022 Q4	$437K	Hold	1,500	–	–	0.31%	52
2022 Q3	$363K	Buy	+1,500	New	+$406K	0.3%	52
2022 Q1	$477K	Hold	1,500	–	–	0.31%	52
2021 Q4	$477K	Hold	1,500	–	–	0.3%	56
2021 Q3	$438K	Hold	1,500	–	–	0.3%	56
2021 Q2	$461K	Buy	+1,500	New	+$464K	0.35%	48

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boit C.F. David's PH Position: Q1 2026 in Review

Boit C.F. David held its Parker-Hannifin (PH) position steady in Q1 2026 at 3,100 shares worth $2.78M. The position accounts for 1.23% of the portfolio, ranked #26.

Boit C.F. David first reported a position in PH in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.86M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Boit C.F. David held 3,100 shares of Parker-Hannifin worth $2.78M as of Q1 2026.
Boit C.F. David left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 1.23% of Boit C.F. David's portfolio in Q1 2026, its #26 holding.
Boit C.F. David first reported a position in Parker-Hannifin in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Parker-Hannifin position peaked at $2.86M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.