J. Safra Asset Management’s Parker-Hannifin PH Stock Holding History

J. Safra Asset 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	$497K	Hold	555	–	–	0.03%	159
2025 Q4	$488K	Buy	555 +464	+510%	+$380K	0.03%	160
2025 Q3	$69K	Hold	91	–	–	﹤0.01%	204
2025 Q2	$63.6K	Hold	91	–	–	﹤0.01%	195
2025 Q1	$55.3K	Sell	91 -83	-48%	-$54.3K	﹤0.01%	184
2024 Q4	$111K	Buy	174 +83	+91%	+$55K	0.01%	161
2024 Q3	$57.6K	Hold	91	–	–	0.01%	152
2024 Q2	$46K	Buy	+91	New	+$48.8K	﹤0.01%	145
2022 Q4	–	Sell	-12	Closed	–	–	120
2022 Q3	$0	Buy	+12	New	+$3.25K	﹤0.01%	85
2022 Q2	–	Sell	-67	Closed	–	–	115
2022 Q1	$0	Buy	+67	New	+$20.2K	﹤0.01%	117

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

J. Safra Asset Management's PH Position: Q1 2026 in Review

J. Safra Asset Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 555 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #159.

J. Safra Asset Management first reported a position in PH in Q1 2022 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

J. Safra Asset Management held 555 shares of Parker-Hannifin worth $497K as of Q1 2026.
J. Safra Asset Management left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #159 holding.
J. Safra Asset Management first reported a position in Parker-Hannifin in Q1 2022 and has held it in 10 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.