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Edgestream Partners’s Parker-Hannifin PH Stock Holding History

Edgestream 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
-907
Closed -$797K – 1053
2025
Q4 		$797K Buy
907
+488
+116% +$399K 0.02% 738
2025
Q3 		$318K Buy
419
+29
+7% +$21.4K 0.01% 794
2025
Q2 		$272K Sell
390
-10,500
-96% -$6.63M 0.01% 794
2025
Q1 		$6.62M Buy
10,890
+9,958
+1,068% +$6.51M 0.22% 147
2024
Q4 		$593K Buy
+932
New +$617K 0.03% 658
2024
Q3 		– Sell
-7,471
Closed -$3.78M – 1023
2024
Q2 		$3.78M Buy
7,471
+6,490
+662% +$3.48M 0.18% 181
2024
Q1 		$545K Buy
981
+285
+41% +$145K 0.03% 619
2023
Q4 		$321K Sell
696
-3,897
-85% -$1.62M 0.02% 705
2023
Q3 		$1.79M Buy
+4,593
New +$1.85M 0.14% 228
2022
Q4 		– Sell
-15,791
Closed -$3.83M – 606
2022
Q3 		$3.83M Sell
15,791
-8,902
-36% -$2.41M 0.3% 116
2022
Q2 		$6.08M Buy
24,693
+18,553
+302% +$4.96M 0.48% 47
2022
Q1 		$1.74M Buy
+6,140
New +$1.85M 0.14% 241
2021
Q3 		– Sell
-656
Closed -$201K – 559
2021
Q2 		$201K Sell
656
-2,158
-77% -$668K 0.01% 430
2021
Q1 		$888K Sell
2,814
-4,714
-63% -$1.36M 0.05% 304
2020
Q4 		$2.05M Buy
7,528
+1,488
+25% +$369K 0.1% 231
2020
Q3 		$1.22M Buy
+6,040
New +$1.19M 0.08% 213
2020
Q1 		– Sell
-3,888
Closed -$800K – 364
2019
Q4 		$800K Buy
+3,888
New +$753K 0.04% 249
2019
Q3 		– Sell
-9,490
Closed -$1.61M – 301
2019
Q2 		$1.61M Buy
+9,490
New +$1.64M 0.18% 116
2018
Q3 		– Sell
-4,564
Closed -$711K – 317
2018
Q2 		$711K Sell
4,564
-9,610
-68% -$1.64M 0.14% 172
2018
Q1 		$2.42M Buy
+14,174
New +$2.68M 0.48% 73
2016
Q4 		– Sell
-2,338
Closed -$293K – 124
2016
Q3 		$293K Buy
+2,338
New +$279K 0.16% 102

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

Edgestream Partners's PH Position: Q1 2026 in Review

Edgestream Partners sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 907 shares — an estimated $797K sold.

Edgestream Partners first reported a position in PH in Q3 2016 and held it in 21 quarters. The position peaked at $6.62M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Edgestream Partners reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 907 Parker-Hannifin shares in Q1 2026, an estimated $797K.
  • Edgestream Partners first reported a position in Parker-Hannifin in Q3 2016 and held it in 21 quarters.
  • Edgestream Partners's Parker-Hannifin position peaked at $6.62M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.