Carr Financial Group’s Parker-Hannifin PH Stock Holding History

Carr Financial Group’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	$1.02M	Buy	1,139 +4	+0.4%	+$3.79K	0.27%	64
2025 Q4	$998K	Sell	1,135 -22	-2%	-$18K	0.27%	66
2025 Q3	$877K	Buy	1,157 +2	+0.2%	+$1.48K	0.24%	71
2025 Q2	$807K	Buy	1,155 +28	+2%	+$17.7K	0.24%	73
2025 Q1	$685K	Sell	1,127 -54	-5%	-$35.3K	0.22%	77
2024 Q4	$751K	Buy	1,181 +2	+0.2%	+$1.32K	0.23%	73
2024 Q3	$745K	Buy	1,179 +3	+0.3%	+$1.7K	0.22%	78
2024 Q2	$595K	Buy	1,176 +3	+0.3%	+$1.61K	0.19%	92
2024 Q1	$652K	Hold	1,173	–	–	0.22%	81
2023 Q4	$540K	Hold	1,173	–	–	0.2%	83
2023 Q3	$471K	Hold	1,173	–	–	0.19%	92
2023 Q2	$458K	Hold	1,173	–	–	0.18%	94
2023 Q1	$394K	Hold	1,173	–	–	0.17%	105
2022 Q4	$341K	Buy	+1,173	New	+$336K	0.18%	111

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

Carr Financial Group's PH Position: Q1 2026 in Review

Carr Financial Group increased its Parker-Hannifin (PH) stake by 0.35% in Q1 2026, buying an estimated $3.79K and bringing the position to 1,139 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #64.

Carr Financial Group first reported a position in PH in Q4 2022 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Carr Financial Group held 1,139 shares of Parker-Hannifin worth $1.02M as of Q1 2026.
Carr Financial Group bought 4 Parker-Hannifin shares in Q1 2026, an estimated $3.79K.
Parker-Hannifin made up 0.27% of Carr Financial Group's portfolio in Q1 2026, its #64 holding.
Carr Financial Group first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.