Congress Asset Management’s Parker-Hannifin PH Stock Holding History

Congress Asset Management’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	$150M	Sell	152,862 -6,314	-4%	-$5.78M	0.92%	28
2026 Q1	$143M	Sell	159,176 -27,185	-15%	-$25.7M	1.02%	21
2025 Q4	$164M	Sell	186,361 -3,464	-2%	-$2.84M	1.15%	15
2025 Q3	$144M	Sell	189,825 -1,326	-0.7%	-$978K	0.96%	27
2025 Q2	$134M	Sell	191,151 -457	-0.2%	-$289K	0.92%	29
2025 Q1	$116M	Buy	191,608 +907	+0.5%	+$593K	0.87%	36
2024 Q4	$121M	Buy	190,701 +25,605	+16%	+$17M	0.82%	42
2024 Q3	$104M	Buy	165,096 +2,024	+1%	+$1.15M	0.71%	66
2024 Q2	$82.5M	Buy	163,072 +6,876	+4%	+$3.69M	0.59%	77
2024 Q1	$86.8M	Buy	156,196 +130,331	+504%	+$66.2M	0.62%	73
2023 Q4	$11.9M	Buy	+25,865	New	+$10.8M	0.09%	165

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Congress Asset Management's PH Position: Q2 2026 in Review

Congress Asset Management reduced its Parker-Hannifin (PH) stake by 4% in Q2 2026, selling an estimated $5.78M and leaving 152,862 shares worth $150M. The position accounts for 0.92% of the portfolio, ranked #28.

Congress Asset Management first reported a position in PH in Q4 2023 and has held it in 11 quarters since. The position peaked at $164M in Q4 2025. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Congress Asset Management held 152,862 shares of Parker-Hannifin worth $150M as of Q2 2026.
Congress Asset Management sold 6,314 Parker-Hannifin shares in Q2 2026, an estimated $5.78M.
Parker-Hannifin made up 0.92% of Congress Asset Management's portfolio in Q2 2026, its #28 holding.
Congress Asset Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
Congress Asset Management's Parker-Hannifin position peaked at $164M in Q4 2025.
298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.