Cartenna Capital’s Parker-Hannifin PH Stock Holding History

Cartenna Capital’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	$128M	Buy	142,500 +72,500	+104%	+$68.6M	4.65%	1
2025 Q4	$61.5M	Buy	+70,000	New	+$57.3M	2.05%	23
2025 Q3	–	Sell	-77,500	Closed	-$54.1M	–	59
2025 Q2	$54.1M	Sell	77,500 -32,500	-30%	-$20.5M	1.91%	21
2025 Q1	$66.9M	Sell	110,000 -42,513	-28%	-$27.8M	4.06%	9
2024 Q4	$97M	Buy	152,513 +45,013	+42%	+$29.8M	4.68%	4
2024 Q3	$67.9M	Buy	107,500 +12,500	+13%	+$7.1M	2.66%	9
2024 Q2	$48.1M	Sell	95,000 -23,500	-20%	-$12.6M	1.83%	11
2024 Q1	$65.9M	Buy	118,500 +1,000	+0.9%	+$508K	3.6%	5
2023 Q4	$54.1M	Buy	117,500 +30,000	+34%	+$12.5M	3.33%	7
2023 Q3	$34.1M	Buy	87,500 +10,000	+13%	+$4.02M	3.48%	13
2023 Q2	$30.2M	Sell	77,500 -12,500	-14%	-$4.23M	2.42%	13
2023 Q1	$30.2M	Buy	90,000 +7,000	+8%	+$2.32M	3.69%	7
2022 Q4	$24.2M	Buy	+83,000	New	+$23.8M	4.16%	13
2022 Q1	–	Sell	-19,000	Closed	-$6.04M	–	50
2021 Q4	$6.04M	Buy	+19,000	New	+$5.88M	2.28%	21

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

Cartenna Capital's PH Position: Q1 2026 in Review

Cartenna Capital increased its Parker-Hannifin (PH) stake by 104% in Q1 2026, buying an estimated $68.6M and bringing the position to 142,500 shares worth $128M. The position accounts for 4.65% of the portfolio, ranked #1.

Cartenna Capital first reported a position in PH in Q4 2021 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Cartenna Capital held 142,500 shares of Parker-Hannifin worth $128M as of Q1 2026.
Cartenna Capital bought 72,500 Parker-Hannifin shares in Q1 2026, an estimated $68.6M.
Parker-Hannifin made up 4.65% of Cartenna Capital's portfolio in Q1 2026, its #1 holding.
Cartenna Capital first reported a position in Parker-Hannifin in Q4 2021 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 Cartenna Capital's 13F filing for Q1 2026, filed 15 May 2026.