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 Q3	$2.96M	Hold	3,100	–	–	1.23%	23
2026 Q2	$3.03M	Hold	3,100	–	–	1.28%	24
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	$436K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boit C.F. David's PH Position: Q3 2026 in Review

Boit C.F. David held its Parker-Hannifin (PH) position steady in Q3 2026 at 3,100 shares worth $2.96M. The position accounts for 1.23% of the portfolio, ranked #23.

Boit C.F. David first reported a position in PH in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.03M in Q2 2026. 1,222 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Boit C.F. David held 3,100 shares of Parker-Hannifin worth $2.96M as of Q3 2026.
Boit C.F. David left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 1.23% of Boit C.F. David's portfolio in Q3 2026, its #23 holding.
Boit C.F. David first reported a position in Parker-Hannifin in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Parker-Hannifin position peaked at $3.03M in Q2 2026.
1,222 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.