Family Management’s Parker-Hannifin PH Stock Holding History

Family Management’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	$494K	Buy	552 +9	+2%	+$8.52K	0.06%	156
2025 Q4	$477K	Hold	543	–	–	0.06%	144
2025 Q3	$412K	Hold	543	–	–	0.06%	135
2025 Q2	$379K	Buy	543 +3	+0.6%	+$1.9K	0.06%	136
2025 Q1	$328K	Sell	540 -18	-3%	-$11.8K	0.05%	136
2024 Q4	$355K	Buy	558 +6	+1%	+$3.97K	0.06%	128
2024 Q3	$349K	Hold	552	–	–	0.06%	128
2024 Q2	$279K	Buy	552 +10	+2%	+$5.36K	0.05%	122
2024 Q1	$301K	Hold	542	–	–	0.06%	118
2023 Q4	$250K	Hold	542	–	–	0.05%	118
2023 Q3	$211K	Sell	542 -280	-34%	-$113K	0.05%	120
2023 Q2	$321K	Buy	+822	New	+$278K	0.07%	105

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Family Management's PH Position: Q1 2026 in Review

Family Management increased its Parker-Hannifin (PH) stake by 1.7% in Q1 2026, buying an estimated $8.52K and bringing the position to 552 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #156.

Family Management first reported a position in PH in Q2 2023 and has held it in 12 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Family Management held 552 shares of Parker-Hannifin worth $494K as of Q1 2026.
Family Management bought 9 Parker-Hannifin shares in Q1 2026, an estimated $8.52K.
Parker-Hannifin made up 0.06% of Family Management's portfolio in Q1 2026, its #156 holding.
Family Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.