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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
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
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

Custom Index Systems's PH Position: Q1 2026 in Review

Custom Index Systems increased its Parker-Hannifin (PH) stake by 1.5% in Q1 2026, buying an estimated $5.68K and bringing the position to 403 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #180.

Custom Index Systems first reported a position in PH in Q4 2023 and has held it in 6 quarters since. The position peaked at $394K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Custom Index Systems held 403 shares of Parker-Hannifin worth $361K as of Q1 2026.
  • Custom Index Systems bought 6 Parker-Hannifin shares in Q1 2026, an estimated $5.68K.
  • Parker-Hannifin made up 0.16% of Custom Index Systems's portfolio in Q1 2026, its #180 holding.
  • Custom Index Systems first reported a position in Parker-Hannifin in Q4 2023 and has held it in 6 quarters since.
  • Custom Index Systems's Parker-Hannifin position peaked at $394K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.