Groesbeck Investment Management’s Parker-Hannifin PH Stock Holding History

Groesbeck Investment 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	$229K	Hold	234	–	–	0.36%	55
2026 Q1	$209K	Buy	234 +4	+2%	+$3.79K	0.41%	57
2025 Q4	$202K	Buy	+230	New	+$188K	0.38%	55
2025 Q2	–	Sell	-337	Closed	-$205K	–	80
2025 Q1	$205K	Hold	337	–	–	0.29%	82
2024 Q4	$214K	Sell	337 -630	-65%	-$417K	0.28%	82
2024 Q3	$611K	Hold	967	–	–	0.9%	42
2024 Q2	$489K	Buy	967 +17	+2%	+$9.12K	0.68%	53
2024 Q1	$528K	Hold	950	–	–	0.56%	60
2023 Q4	$438K	Hold	950	–	–	0.61%	56
2023 Q3	$370K	Hold	950	–	–	0.56%	60
2023 Q2	$371K	Hold	950	–	–	0.56%	58
2023 Q1	$319K	Hold	950	–	–	0.48%	65
2022 Q4	$276K	Hold	950	–	–	0.46%	65
2022 Q3	$234K	Hold	950	–	–	0.39%	80
2022 Q2	$234K	Hold	950	–	–	0.39%	80
2022 Q1	$270K	Hold	950	–	–	0.3%	96
2021 Q4	$302K	Hold	950	–	–	0.38%	74
2021 Q3	$266K	Hold	950	–	–	0.31%	95
2021 Q2	$292K	Hold	950	–	–	0.37%	79
2021 Q1	$300K	Sell	950 -170	-15%	-$49.1K	0.43%	79
2020 Q4	$305K	Hold	1,120	–	–	0.5%	69
2020 Q3	$227K	Hold	1,120	–	–	0.43%	74
2020 Q2	$205K	Buy	+1,120	New	+$181K	0.41%	75

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Groesbeck Investment Management's PH Position: Q2 2026 in Review

Groesbeck Investment Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 234 shares worth $229K. The position accounts for 0.36% of the portfolio, ranked #55.

Groesbeck Investment Management first reported a position in PH in Q2 2020 and has held it in 23 quarters since. The position peaked at $611K in Q3 2024. 500 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Groesbeck Investment Management held 234 shares of Parker-Hannifin worth $229K as of Q2 2026.
Groesbeck Investment Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.36% of Groesbeck Investment Management's portfolio in Q2 2026, its #55 holding.
Groesbeck Investment Management first reported a position in Parker-Hannifin in Q2 2020 and has held it in 23 quarters since.
Groesbeck Investment Management's Parker-Hannifin position peaked at $611K in Q3 2024.
500 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.