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

Callan 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
Q1 		$3.06M Sell
3,422
-278
-8% -$263K 0.07% 269
2025
Q4 		$3.25M Buy
3,700
+577
+18% +$472K 0.07% 255
2025
Q3 		$2.37M Sell
3,123
-200
-6% -$148K 0.08% 241
2025
Q2 		$2.32M Buy
3,323
+2,232
+205% +$1.41M 0.07% 254
2025
Q1 		$663K Sell
1,091
-1,999
-65% -$1.31M 0.05% 274
2024
Q4 		$1.97M Buy
+3,090
New +$2.05M 0.13% 155

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

Callan Family Office's PH Position: Q1 2026 in Review

Callan Family Office reduced its Parker-Hannifin (PH) stake by 7.5% in Q1 2026, selling an estimated $263K and leaving 3,422 shares worth $3.06M. The position accounts for 0.07% of the portfolio, ranked #269.

Callan Family Office first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.25M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Callan Family Office held 3,422 shares of Parker-Hannifin worth $3.06M as of Q1 2026.
  • Callan Family Office sold 278 Parker-Hannifin shares in Q1 2026, an estimated $263K.
  • Parker-Hannifin made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #269 holding.
  • Callan Family Office first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Parker-Hannifin position peaked at $3.25M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.