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 Q2	$553K	Buy	565 +13	+2%	+$11.9K	0.06%	162
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Family Management's PH Position: Q2 2026 in Review

Family Management increased its Parker-Hannifin (PH) stake by 2.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 565 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #162.

Family Management first reported a position in PH in Q2 2023 and has held it in 13 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Family Management held 565 shares of Parker-Hannifin worth $553K as of Q2 2026.
Family Management bought 13 Parker-Hannifin shares in Q2 2026, an estimated $11.9K.
Parker-Hannifin made up 0.06% of Family Management's portfolio in Q2 2026, its #162 holding.
Family Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.