Custom Index Systems’s Parker-Hannifin PH Stock Holding History

Custom Index Systems’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	$406K	Buy	415 +12	+3%	+$11K	0.15%	171
2026 Q1	$361K	Buy	403 +6	+2%	+$5.68K	0.16%	180
2025 Q4	$349K	Sell	397 -123	-24%	-$101K	0.15%	181
2025 Q3	$394K	Buy	520 +156	+43%	+$115K	0.12%	194
2025 Q2	$254K	Sell	364 -48	-12%	-$30.3K	0.12%	214
2025 Q1	$250K	Buy	+412	New	+$269K	0.13%	238
2024 Q1	–	Sell	-640	Closed	-$295K	–	304
2023 Q4	$295K	Buy	+640	New	+$266K	0.18%	173

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Custom Index Systems's PH Position: Q2 2026 in Review

Custom Index Systems increased its Parker-Hannifin (PH) stake by 3% in Q2 2026, buying an estimated $11K and bringing the position to 415 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #171.

Custom Index Systems first reported a position in PH in Q4 2023 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Custom Index Systems held 415 shares of Parker-Hannifin worth $406K as of Q2 2026.
Custom Index Systems bought 12 Parker-Hannifin shares in Q2 2026, an estimated $11K.
Parker-Hannifin made up 0.15% of Custom Index Systems's portfolio in Q2 2026, its #171 holding.
Custom Index Systems first reported a position in Parker-Hannifin in Q4 2023 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.