Carmignac Gestion’s Parker-Hannifin PH Stock Holding History

Carmignac Gestion’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	$101M	Buy	103,265 +67,832	+191%	+$62.1M	1.31%	20
2026 Q1	$31.7M	Buy	+35,433	New	+$33.5M	0.49%	36
2025 Q3	–	Sell	-45,009	Closed	-$31.4M	–	153
2025 Q2	$31.4M	Sell	45,009 -138,400	-75%	-$87.4M	0.48%	38
2025 Q1	$111M	Buy	183,409 +40,553	+28%	+$26.5M	1.83%	19
2024 Q4	$90.9M	Buy	142,856 +12,647	+10%	+$8.37M	1.45%	21
2024 Q3	$82.3M	Buy	130,209 +7,500	+6%	+$4.26M	1.37%	24
2024 Q2	$62.1M	Buy	+122,709	New	+$65.8M	1.06%	27

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carmignac Gestion's PH Position: Q2 2026 in Review

Carmignac Gestion increased its Parker-Hannifin (PH) stake by 191% in Q2 2026, buying an estimated $62.1M and bringing the position to 103,265 shares worth $101M. The position accounts for 1.31% of the portfolio, ranked #20.

Carmignac Gestion first reported a position in PH in Q2 2024 and has held it in 7 quarters since. The position peaked at $111M in Q1 2025. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Carmignac Gestion held 103,265 shares of Parker-Hannifin worth $101M as of Q2 2026.
Carmignac Gestion bought 67,832 Parker-Hannifin shares in Q2 2026, an estimated $62.1M.
Parker-Hannifin made up 1.31% of Carmignac Gestion's portfolio in Q2 2026, its #20 holding.
Carmignac Gestion first reported a position in Parker-Hannifin in Q2 2024 and has held it in 7 quarters since.
Carmignac Gestion's Parker-Hannifin position peaked at $111M in Q1 2025.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.