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Burney Company’s Parker-Hannifin PH Stock Holding History

Burney 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 		$32.9M Sell
33,681
-13,670
-29% -$12.5M 0.89% 12
2026
Q1 		$42.4M Sell
47,351
-5,856
-11% -$5.54M 1.33% 9
2025
Q4 		$46.8M Buy
53,207
+4,232
+9% +$3.46M 1.46% 11
2025
Q3 		$37.1M Sell
48,975
-1,255
-2% -$926K 1.18% 13
2025
Q2 		$35.1M Sell
50,230
-2,459
-5% -$1.55M 1.19% 13
2025
Q1 		$32M Sell
52,689
-2,528
-5% -$1.65M 1.17% 11
2024
Q4 		$35.1M Sell
55,217
-1,399
-2% -$926K 1.24% 14
2024
Q3 		$35.8M Sell
56,616
-1,292
-2% -$734K 1.27% 10
2024
Q2 		$29.3M Sell
57,908
-1,665
-3% -$893K 1.12% 15
2024
Q1 		$33.1M Sell
59,573
-5,708
-9% -$2.9M 1.26% 11
2023
Q4 		$30.1M Sell
65,281
-3,127
-5% -$1.3M 1.27% 8
2023
Q3 		$26.6M Sell
68,408
-564
-0.8% -$227K 1.25% 9
2023
Q2 		$26.9M Sell
68,972
-274
-0.4% -$92.7K 1.23% 8
2023
Q1 		$23.3M Buy
69,246
+2,858
+4% +$946K 1.15% 8
2022
Q4 		$19.3M Buy
66,388
+3,973
+6% +$1.14M 0.98% 13
2022
Q3 		$15.1M Buy
62,415
+3,206
+5% +$868K 0.83% 19
2022
Q2 		$14.6M Buy
59,209
+14,961
+34% +$4M 0.77% 24
2022
Q1 		$12.6M Sell
44,248
-701
-2% -$211K 0.58% 43
2021
Q4 		$14.3M Sell
44,949
-378
-0.8% -$117K 0.62% 37
2021
Q3 		$12.7M Sell
45,327
-2,777
-6% -$826K 0.59% 40
2021
Q2 		$14.8M Sell
48,104
-429
-0.9% -$133K 0.69% 30
2021
Q1 		$15.3M Buy
48,533
+707
+1% +$204K 0.76% 23
2020
Q4 		$13M Sell
47,826
-3,731
-7% -$924K 0.71% 26
2020
Q3 		$10.4M Sell
51,557
-1,812
-3% -$356K 0.65% 35
2020
Q2 		$9.78M Buy
53,369
+8,543
+19% +$1.38M 0.63% 40
2020
Q1 		$5.82M Sell
44,826
-216
-0.5% -$39.1K 0.45% 70
2019
Q4 		$9.27M Sell
45,042
-481
-1% -$93.2K 0.51% 61
2019
Q3 		$8.22M Buy
45,523
+2,121
+5% +$361K 0.49% 67
2019
Q2 		$7.38M Sell
43,402
-1,838
-4% -$317K 0.45% 73
2019
Q1 		$7.76M Sell
45,240
-2,124
-4% -$352K 0.48% 63
2018
Q4 		$7.06M Buy
47,364
+8
+0% +$1.29K 0.5% 60
2018
Q3 		$8.71M Sell
47,356
-18,427
-28% -$3.17M 0.52% 53
2018
Q2 		$10.3M Sell
65,783
-1,409
-2% -$240K 0.6% 43
2018
Q1 		$11.5M Sell
67,192
-5,415
-7% -$1.03M 0.71% 38
2017
Q4 		$14.5M Buy
72,607
+2,052
+3% +$381K 0.82% 32
2017
Q3 		$12.4M Sell
70,555
-3,966
-5% -$651K 0.81% 36
2017
Q2 		$11.7M Sell
74,521
-4,271
-5% -$677K 0.77% 39
2017
Q1 		$12.6M Sell
78,792
-3,637
-4% -$552K 0.83% 35
2016
Q4 		$11.5M Sell
82,429
-2,603
-3% -$346K 0.78% 37
2016
Q3 		$10.6M Sell
85,032
-2,829
-3% -$337K 0.75% 43
2016
Q2 		$9.49M Sell
87,861
-729
-0.8% -$81.7K 0.68% 51
2016
Q1 		$9.84M Sell
88,590
-6,519
-7% -$655K 0.72% 45
2015
Q4 		$9.38M Sell
95,109
-44,992
-32% -$4.56M 0.69% 49
2015
Q3 		$13.6M Buy
140,101
+1,400
+1% +$152K 1.05% 24
2015
Q2 		$16.1M Buy
138,701
+25,782
+23% +$3.12M 1.1% 22
2015
Q1 		$13.4M Buy
112,919
+51,836
+85% +$6.28M 0.92% 31
2014
Q4 		$7.88M Buy
61,083
+2,363
+4% +$290K 0.62% 56
2014
Q3 		$6.7M Buy
58,720
+1,198
+2% +$141K 0.57% 61
2014
Q2 		$7.23M Buy
57,522
+344
+0.6% +$42.9K 0.63% 56
2014
Q1 		$6.84M Buy
57,178
+2,737
+5% +$328K 0.62% 54
2013
Q4 		$7M Buy
54,441
+2,185
+4% +$254K 0.68% 48
2013
Q3 		$5.68M Sell
52,256
-1,980
-4% -$204K 0.64% 53
2013
Q2 		$5.17M Buy
+54,236
New +$5.08M 0.65% 47

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Burney Company's PH Position: Q2 2026 in Review

Burney Company reduced its Parker-Hannifin (PH) stake by 29% in Q2 2026, selling an estimated $12.5M and leaving 33,681 shares worth $32.9M. The position accounts for 0.89% of the portfolio, ranked #12.

Burney Company first reported a position in PH in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.8M in Q4 2025. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Burney Company held 33,681 shares of Parker-Hannifin worth $32.9M as of Q2 2026.
  • Burney Company sold 13,670 Parker-Hannifin shares in Q2 2026, an estimated $12.5M.
  • Parker-Hannifin made up 0.89% of Burney Company's portfolio in Q2 2026, its #12 holding.
  • Burney Company first reported a position in Parker-Hannifin in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Parker-Hannifin position peaked at $46.8M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.