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 Q3	$140M	Sell	146,145 -6,717	-4%	-$6.59M	0.9%	25
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Congress Asset Management's PH Position: Q3 2026 in Review

Congress Asset Management reduced its Parker-Hannifin (PH) stake by 4.4% in Q3 2026, selling an estimated $6.59M and leaving 146,145 shares worth $140M. The position accounts for 0.9% of the portfolio, ranked #25.

Congress Asset Management first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $164M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Congress Asset Management held 146,145 shares of Parker-Hannifin worth $140M as of Q3 2026.
Congress Asset Management sold 6,717 Parker-Hannifin shares in Q3 2026, an estimated $6.59M.
Parker-Hannifin made up 0.9% of Congress Asset Management's portfolio in Q3 2026, its #25 holding.
Congress Asset Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
Congress Asset Management's Parker-Hannifin position peaked at $164M in Q4 2025.
1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.