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Convergence Investment Partners’s Parker-Hannifin PH Stock Holding History

Convergence Investment Partners’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 		– Sell
-240
Closed -$211K – 273
2025
Q4 		$211K Sell
240
-32
-12% -$26.2K 0.04% 239
2025
Q3 		$206K Buy
+272
New +$201K 0.05% 247
2025
Q2 		– Sell
-1,815
Closed -$1.1M – 276
2025
Q1 		$1.1M Buy
1,815
+1,419
+358% +$928K 0.31% 113
2024
Q4 		$252K Sell
396
-3
-0.8% -$1.99K 0.06% 224
2024
Q3 		$252K Sell
399
-9
-2% -$5.11K 0.07% 215
2024
Q2 		$206K Sell
408
-14
-3% -$7.51K 0.06% 233
2024
Q1 		$235K Buy
+422
New +$214K 0.09% 228
2021
Q3 		– Sell
-1,024
Closed -$314K – 259
2021
Q2 		$314K Buy
1,024
+132
+15% +$40.9K 0.14% 160
2021
Q1 		$281K Buy
+892
New +$258K 0.13% 167
2019
Q2 		– Sell
-7,363
Closed -$1.26M – 366
2019
Q1 		$1.26M Buy
+7,363
New +$1.22M 0.28% 137
2018
Q2 		– Sell
-468
Closed -$80K – 730
2018
Q1 		$80K Buy
+468
New +$88.6K 0.01% 372
2017
Q2 		– Sell
-22,984
Closed -$3.69M – 388
2017
Q1 		$3.69M Buy
+22,984
New +$3.49M 0.52% 52
2015
Q3 		– Sell
-19,762
Closed -$2.3M – 394
2015
Q2 		$2.3M Buy
19,762
+13,149
+199% +$1.59M 0.23% 148
2015
Q1 		$786K Sell
6,613
-168
-2% -$20.4K 0.11% 286
2014
Q4 		$874K Buy
+6,781
New +$832K 0.12% 269
2014
Q3 		– Sell
-7,816
Closed -$983K – 413
2014
Q2 		$983K Buy
+7,816
New +$974K 0.13% 239

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Convergence Investment Partners's PH Position: Q1 2026 in Review

Convergence Investment Partners sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 240 shares — an estimated $211K sold.

Convergence Investment Partners first reported a position in PH in Q2 2014 and held it in 16 quarters. The position peaked at $3.69M in Q1 2017. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Convergence Investment Partners reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 240 Parker-Hannifin shares in Q1 2026, an estimated $211K.
  • Convergence Investment Partners first reported a position in Parker-Hannifin in Q2 2014 and held it in 16 quarters.
  • Convergence Investment Partners's Parker-Hannifin position peaked at $3.69M in Q1 2017.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.