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Concurrent Investment Advisors’s Parker-Hannifin PH Stock Holding History

Concurrent Investment Advisors’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 		$7.17M Buy
7,332
+502
+7% +$460K 0.06% 344
2026
Q1 		$6.11M Sell
6,830
-469
-6% -$444K 0.07% 313
2025
Q4 		$6.42M Sell
7,299
-261
-3% -$214K 0.07% 278
2025
Q3 		$5.73M Buy
7,560
+2
+0% +$1.48K 0.1% 214
2025
Q2 		$5.28M Buy
7,558
+2,619
+53% +$1.65M 0.1% 208
2025
Q1 		$3M Buy
4,939
+1,677
+51% +$1.1M 0.07% 280
2024
Q4 		$2.07M Buy
3,262
+247
+8% +$164K 0.06% 316
2024
Q3 		$1.9M Buy
3,015
+308
+11% +$175K 0.06% 325
2024
Q2 		$1.37M Buy
2,707
+192
+8% +$103K 0.05% 363
2024
Q1 		$1.4M Buy
2,515
+1,819
+261% +$924K 0.06% 311
2023
Q4 		$320K Buy
+696
New +$290K 0.02% 632

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's PH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Parker-Hannifin (PH) stake by 7.3% in Q2 2026, buying an estimated $460K and bringing the position to 7,332 shares worth $7.17M. The position accounts for 0.06% of the portfolio, ranked #344.

Concurrent Investment Advisors first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Concurrent Investment Advisors held 7,332 shares of Parker-Hannifin worth $7.17M as of Q2 2026.
  • Concurrent Investment Advisors bought 502 Parker-Hannifin shares in Q2 2026, an estimated $460K.
  • Parker-Hannifin made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Concurrent Investment Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.