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Klingman & Associates’s Parker-Hannifin PH Stock Holding History

Klingman & Associates’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 		$520K Buy
581
+16
+3% +$15.1K 0.02% 189
2025
Q4 		$497K Buy
565
+2
+0.4% +$1.64K 0.02% 194
2025
Q3 		$427K Buy
563
+69
+14% +$50.9K 0.02% 210
2025
Q2 		$345K Buy
494
+57
+13% +$36K 0.02% 224
2025
Q1 		$266K Buy
437
+18
+4% +$11.8K 0.02% 231
2024
Q4 		$266K Sell
419
-2
-0.5% -$1.32K 0.02% 218
2024
Q3 		$266K Buy
421
+1
+0.2% +$568 0.02% 228
2024
Q2 		$212K Buy
420
+13
+3% +$6.97K 0.01% 237
2024
Q1 		$226K Buy
+407
New +$207K 0.02% 224

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

Klingman & Associates's PH Position: Q1 2026 in Review

Klingman & Associates increased its Parker-Hannifin (PH) stake by 2.8% in Q1 2026, buying an estimated $15.1K and bringing the position to 581 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #189.

Klingman & Associates first reported a position in PH in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Klingman & Associates held 581 shares of Parker-Hannifin worth $520K as of Q1 2026.
  • Klingman & Associates bought 16 Parker-Hannifin shares in Q1 2026, an estimated $15.1K.
  • Parker-Hannifin made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #189 holding.
  • Klingman & Associates first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.