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 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 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

Concurrent Investment Advisors's PH Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Parker-Hannifin (PH) stake by 6.4% in Q1 2026, selling an estimated $444K and leaving 6,830 shares worth $6.11M. The position accounts for 0.07% of the portfolio, ranked #313.

Concurrent Investment Advisors first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.42M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Concurrent Investment Advisors held 6,830 shares of Parker-Hannifin worth $6.11M as of Q1 2026.
Concurrent Investment Advisors sold 469 Parker-Hannifin shares in Q1 2026, an estimated $444K.
Parker-Hannifin made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #313 holding.
Concurrent Investment Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Parker-Hannifin position peaked at $6.42M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.