HMS Capital Management’s Parker-Hannifin PH Stock Holding History

HMS Capital 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	$2.26M	Sell	2,529 -379	-13%	-$359K	0.88%	26
2025 Q4	$2.56M	Sell	2,908 -34	-1%	-$27.8K	1.06%	23
2025 Q3	$2.23M	Sell	2,942 -44	-1%	-$32.5K	0.94%	26
2025 Q2	$2.09M	Sell	2,986 -44	-1%	-$27.8K	0.94%	29
2025 Q1	$1.61M	Sell	3,030 -137	-4%	-$89.6K	0.89%	33
2024 Q4	$2.01M	Buy	3,167 +38	+1%	+$25.2K	0.97%	26
2024 Q3	$1.98M	Buy	3,129 +9	+0.3%	+$5.11K	0.97%	30
2024 Q2	$1.58M	Buy	3,120 +270	+9%	+$145K	0.82%	36
2024 Q1	$1.58M	Buy	2,850 +191	+7%	+$97K	0.88%	34
2023 Q4	$1.22M	Buy	+2,659	New	+$1.11M	0.75%	37
2019 Q3	–	Sell	-211	Closed	-$36K	–	270
2019 Q2	$36K	Buy	+211	New	+$36.4K	0.02%	232

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

HMS Capital Management's PH Position: Q1 2026 in Review

HMS Capital Management reduced its Parker-Hannifin (PH) stake by 13% in Q1 2026, selling an estimated $359K and leaving 2,529 shares worth $2.26M. The position accounts for 0.88% of the portfolio, ranked #26.

HMS Capital Management first reported a position in PH in Q2 2019 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

HMS Capital Management held 2,529 shares of Parker-Hannifin worth $2.26M as of Q1 2026.
HMS Capital Management sold 379 Parker-Hannifin shares in Q1 2026, an estimated $359K.
Parker-Hannifin made up 0.88% of HMS Capital Management's portfolio in Q1 2026, its #26 holding.
HMS Capital Management first reported a position in Parker-Hannifin in Q2 2019 and has held it in 11 quarters since.
HMS Capital Management's Parker-Hannifin position peaked at $2.56M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.