Financial Perspectives’s Parker-Hannifin PH Stock Holding History

Financial Perspectives’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	$116K	Hold	129	–	–	0.03%	222
2025 Q4	$114K	Hold	129	–	–	0.03%	219
2025 Q3	$98.2K	Sell	129 -1	-0.8%	-$738	0.03%	237
2025 Q2	$91K	Hold	130	–	–	0.03%	235
2025 Q1	$79.2K	Hold	130	–	–	0.03%	241
2024 Q4	$82.8K	Hold	130	–	–	0.03%	245
2024 Q3	$82.3K	Hold	130	–	–	0.03%	234
2024 Q2	$65.9K	Hold	130	–	–	0.02%	243
2024 Q1	$72.4K	Hold	130	–	–	0.03%	241
2023 Q4	$60K	Sell	130 -45	-26%	-$18.7K	0.02%	253
2023 Q3	$68.3K	Hold	175	–	–	0.03%	230
2023 Q2	$68.3K	Hold	175	–	–	0.03%	234
2023 Q1	$58.9K	Hold	175	–	–	0.03%	241
2022 Q4	$51K	Hold	175	–	–	0.03%	245
2022 Q3	$42.5K	Hold	175	–	–	0.02%	253
2022 Q2	$43.1K	Hold	175	–	–	0.02%	250
2022 Q1	$49.7K	Hold	175	–	–	0.02%	252
2021 Q4	$55.7K	Hold	175	–	–	0.03%	230
2021 Q3	$49K	Hold	175	–	–	0.02%	238
2021 Q2	$53.8K	Sell	175 -55,098	-100%	-$17.1M	0.03%	252
2021 Q1	$175K	Buy	55,273 +55,098	+31,485%	+$15.9M	0.01%	415
2020 Q4	$47.7K	Hold	175	–	–	0.03%	233
2020 Q3	$35.3K	Buy	175 +1	+0.6%	+$197	0.02%	227
2020 Q2	$31.9K	Buy	174 +1	+0.6%	+$161	0.02%	219
2020 Q1	$22.5K	Buy	173 +1	+0.6%	+$181	0.02%	227
2019 Q4	$35.5K	Buy	+172	New	+$33.3K	0.02%	205

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

Financial Perspectives's PH Position: Q1 2026 in Review

Financial Perspectives held its Parker-Hannifin (PH) position steady in Q1 2026 at 129 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #222.

Financial Perspectives first reported a position in PH in Q4 2019 and has held it in 26 quarters since. The position peaked at $175K in Q1 2021. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Financial Perspectives held 129 shares of Parker-Hannifin worth $116K as of Q1 2026.
Financial Perspectives left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.03% of Financial Perspectives's portfolio in Q1 2026, its #222 holding.
Financial Perspectives first reported a position in Parker-Hannifin in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Parker-Hannifin position peaked at $175K in Q1 2021.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.