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Joseph Group Capital Management’s Parker-Hannifin PH Stock Holding History

Joseph Group 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 		$6.5M Sell
7,265
-1,100
-13% -$1.04M 1.62% 20
2025
Q4 		$7.35M Sell
8,365
-27
-0.3% -$22.1K 1.93% 12
2025
Q3 		$6.36M Buy
8,392
+272
+3% +$201K 1.79% 14
2025
Q2 		$5.67M Buy
8,120
+11
+0.1% +$6.95K 1.9% 14
2025
Q1 		$4.93M Buy
8,109
+1,663
+26% +$1.09M 1.88% 15
2024
Q4 		$4.1M Sell
6,446
-496
-7% -$328K 1.62% 20
2024
Q3 		$4.39M Buy
6,942
+809
+13% +$460K 1.68% 11
2024
Q2 		$3.1M Buy
6,133
+1,013
+20% +$543K 1.61% 19
2024
Q1 		$2.85M Buy
5,120
+36
+0.7% +$18.3K 1.43% 16
2023
Q4 		$2.34M Buy
5,084
+115
+2% +$47.9K 1.36% 12
2023
Q3 		$1.94M Buy
4,969
+128
+3% +$51.4K 1.39% 14
2023
Q2 		$1.89M Buy
4,841
+389
+9% +$132K 1.59% 15
2023
Q1 		$1.5M Buy
+4,452
New +$1.47M 1.31% 22

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joseph Group Capital Management's PH Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Parker-Hannifin (PH) stake by 13% in Q1 2026, selling an estimated $1.04M and leaving 7,265 shares worth $6.5M. The position accounts for 1.62% of the portfolio, ranked #20.

Joseph Group Capital Management first reported a position in PH in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.35M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Joseph Group Capital Management held 7,265 shares of Parker-Hannifin worth $6.5M as of Q1 2026.
  • Joseph Group Capital Management sold 1,100 Parker-Hannifin shares in Q1 2026, an estimated $1.04M.
  • Parker-Hannifin made up 1.62% of Joseph Group Capital Management's portfolio in Q1 2026, its #20 holding.
  • Joseph Group Capital Management first reported a position in Parker-Hannifin in Q1 2023 and has held it in 13 quarters since.
  • Joseph Group Capital Management's Parker-Hannifin position peaked at $7.35M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.