CI
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CX Institutional’s Parker-Hannifin PH Stock Holding History

CX Institutional’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 		$11.4M Buy
11,886
+7,312
+160% +$7.18M 0.31% 78
2026
Q2 		$4.47M Buy
4,574
+66
+1% +$60.5K 0.13% 169
2026
Q1 		$4.04M Buy
4,508
+102
+2% +$96.5K 0.12% 182
2025
Q4 		$3.87M Sell
4,406
-36
-0.8% -$29.5K 0.12% 159
2025
Q3 		$3.37M Buy
4,442
+1,259
+40% +$929K 0.1% 164
2025
Q2 		$2.22M Buy
3,183
+353
+12% +$223K 0.08% 185
2025
Q1 		$1.72M Buy
2,830
+464
+20% +$303K 0.06% 207
2024
Q4 		$1.51M Buy
2,366
+45
+2% +$29.8K 0.06% 206
2024
Q3 		$1.47M Sell
2,321
-58
-2% -$33K 0.07% 230
2024
Q2 		$1.2M Buy
2,379
+99
+4% +$53.1K 0.06% 252
2024
Q1 		$1.27M Sell
2,280
-137
-6% -$69.6K 0.06% 245
2023
Q4 		$1.11M Sell
2,417
-67
-3% -$27.9K 0.06% 244
2023
Q3 		$967K Sell
2,484
-10,131
-80% -$4.07M 0.05% 258
2023
Q2 		$4.92M Sell
12,615
-91
-0.7% -$30.8K 0.25% 115
2023
Q1 		$4.3M Sell
12,706
-518
-4% -$172K 0.23% 134
2022
Q4 		$3.85M Buy
13,224
+1,883
+17% +$539K 0.23% 120
2022
Q3 		$2.75M Buy
11,341
+11,182
+7,033% +$3.03M 0.19% 139
2022
Q2 		$39K Buy
+159
New +$42.5K ﹤0.01% 725
2021
Q4 		– Sell
-283
Closed -$79K – 758
2021
Q3 		$79K Buy
283
+82
+41% +$24.4K 0.01% 490
2021
Q2 		$62K Buy
201
+12
+6% +$3.71K 0.01% 522
2021
Q1 		$60K Buy
189
+44
+30% +$12.7K 0.01% 458
2020
Q4 		$39K Buy
145
+45
+45% +$11.1K ﹤0.01% 488
2020
Q3 		$20K Buy
100
+16
+19% +$3.15K ﹤0.01% 547
2020
Q2 		$15K Buy
84
+38
+83% +$6.13K ﹤0.01% 504
2020
Q1 		$6K Buy
46
+10
+28% +$1.81K ﹤0.01% 533
2019
Q4 		$7K Hold
36
– – ﹤0.01% 495
2019
Q3 		$7K Buy
36
+8
+29% +$1.36K ﹤0.01% 520
2019
Q2 		$5K Hold
28
– – ﹤0.01% 618
2019
Q1 		$5K Buy
+28
New +$4.64K ﹤0.01% 553

Other funds holding PH

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CX Institutional's PH Position: Q3 2026 in Review

CX Institutional increased its Parker-Hannifin (PH) stake by 160% in Q3 2026, buying an estimated $7.18M and bringing the position to 11,886 shares worth $11.4M. The position accounts for 0.31% of the portfolio, ranked #78.

CX Institutional first reported a position in PH in Q1 2019 and has held it in 29 quarters since. 62 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • CX Institutional held 11,886 shares of Parker-Hannifin worth $11.4M as of Q3 2026.
  • CX Institutional bought 7,312 Parker-Hannifin shares in Q3 2026, an estimated $7.18M.
  • Parker-Hannifin made up 0.31% of CX Institutional's portfolio in Q3 2026, its #78 holding.
  • CX Institutional first reported a position in Parker-Hannifin in Q1 2019 and has held it in 29 quarters since.
  • 62 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.