DT
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Diversified Trust’s Parker-Hannifin PH Stock Holding History

Diversified Trust’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 		$1.96M Sell
2,001
-3,465
-63% -$3.17M 0.03% 280
2026
Q1 		$4.89M Buy
5,466
+1,613
+42% +$1.53M 0.09% 129
2025
Q4 		$3.39M Buy
3,853
+3,099
+411% +$2.54M 0.06% 163
2025
Q3 		$572K Buy
754
+34
+5% +$25.1K 0.01% 598
2025
Q2 		$503K Sell
720
-318
-31% -$201K 0.01% 588
2025
Q1 		$631K Buy
1,038
+21
+2% +$13.7K 0.02% 497
2024
Q4 		$647K Buy
1,017
+39
+4% +$25.8K 0.02% 516
2024
Q3 		$618K Buy
978
+100
+11% +$56.8K 0.02% 538
2024
Q2 		$444K Buy
878
+12
+1% +$6.43K 0.01% 570
2024
Q1 		$481K Sell
866
-2,881
-77% -$1.46M 0.01% 522
2023
Q4 		$1.73M Buy
3,747
+2,886
+335% +$1.2M 0.06% 195
2023
Q3 		$335K Buy
861
+119
+16% +$47.8K 0.01% 582
2023
Q2 		$289K Buy
+742
New +$251K 0.01% 642
2022
Q2 		– Sell
-1,091
Closed -$310K – 835
2022
Q1 		$310K Sell
1,091
-777
-42% -$234K 0.01% 606
2021
Q4 		$594K Buy
+1,868
New +$578K 0.02% 400
2021
Q2 		– Sell
-768
Closed -$242K – 865
2021
Q1 		$242K Sell
768
-121
-14% -$34.9K 0.01% 627
2020
Q4 		$242K Sell
889
-216
-20% -$53.5K 0.01% 586
2020
Q3 		$224K Buy
+1,105
New +$217K 0.01% 544
2019
Q4 		– Sell
-1,359
Closed -$245K – 464
2019
Q3 		$245K Hold
1,359
– – 0.01% 302
2019
Q2 		$231K Sell
1,359
-8
-0.6% -$1.38K 0.01% 323
2019
Q1 		$235K Sell
1,367
-7
-0.5% -$1.16K 0.01% 309
2018
Q4 		$205K Sell
1,374
-535
-28% -$86.6K 0.01% 316
2018
Q3 		$351K Hold
1,909
– – 0.02% 223
2018
Q2 		$298K Hold
1,909
– – 0.02% 234
2018
Q1 		$326K Sell
1,909
-7
-0.4% -$1.33K 0.02% 220
2017
Q4 		$382K Hold
1,916
– – 0.02% 193
2017
Q3 		$335K Buy
1,916
+25
+1% +$4.11K 0.03% 199
2017
Q2 		$302K Hold
1,891
– – 0.02% 220
2017
Q1 		$303K Sell
1,891
-7,543
-80% -$1.15M 0.02% 198
2016
Q4 		$1.32M Buy
9,434
+5,533
+142% +$736K 0.11% 90
2016
Q3 		$490K Sell
3,901
-15,130
-80% -$1.8M 0.06% 169
2016
Q2 		$2.06M Sell
19,031
-16,680
-47% -$1.87M 0.24% 88
2016
Q1 		$3.97M Sell
35,711
-7,242
-17% -$728K 0.44% 40
2015
Q4 		$4.17M Sell
42,953
-350
-0.8% -$35.5K 0.45% 38
2015
Q3 		$4.21M Buy
43,303
+490
+1% +$53.2K 0.45% 34
2015
Q2 		$4.98M Buy
42,813
+9,625
+29% +$1.16M 0.47% 31
2015
Q1 		$3.94M Buy
33,188
+4,899
+17% +$594K 0.34% 44
2014
Q4 		$3.65M Buy
+28,289
New +$3.47M 0.33% 52
2014
Q2 		$3.1M Buy
+24,693
New +$3.08M 0.26% 72
2013
Q4 		$2.9M Sell
22,528
-750
-3% -$87.2K 0.3% 46
2013
Q3 		$2.53M Buy
23,278
+4,580
+24% +$472K 0.27% 55
2013
Q2 		$1.78M Buy
+18,698
New +$1.75M 0.21% 76

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Diversified Trust's PH Position: Q2 2026 in Review

Diversified Trust reduced its Parker-Hannifin (PH) stake by 63% in Q2 2026, selling an estimated $3.17M and leaving 2,001 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #280.

Diversified Trust first reported a position in PH in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.98M in Q2 2015. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Diversified Trust held 2,001 shares of Parker-Hannifin worth $1.96M as of Q2 2026.
  • Diversified Trust sold 3,465 Parker-Hannifin shares in Q2 2026, an estimated $3.17M.
  • Parker-Hannifin made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #280 holding.
  • Diversified Trust first reported a position in Parker-Hannifin in Q2 2013 and has held it in 42 quarters since.
  • Diversified Trust's Parker-Hannifin position peaked at $4.98M in Q2 2015.
  • 298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.