Kovitz Investment Group Partners
PH icon

Kovitz Investment Group Partners’s Parker-Hannifin PH Stock Holding History

Kovitz Investment Group Partners’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 		$20M Buy
20,460
+689
+3% +$631K 0.44% 57
2026
Q1 		$17.7M Buy
19,771
+1,384
+8% +$1.31M 0.41% 63
2025
Q4 		$16.2M Sell
18,387
-213,057
-92% -$174M 0.36% 65
2025
Q3 		$175M Buy
231,444
+263
+0.1% +$194K 0.68% 33
2025
Q2 		$161M Sell
231,181
-3,624
-2% -$2.29M 0.69% 34
2025
Q1 		$143M Sell
234,805
-4,565
-2% -$2.99M 0.72% 32
2024
Q4 		$152M Buy
239,370
+206,222
+622% +$137M 0.75% 33
2024
Q3 		$19.9M Buy
33,148
+5,748
+21% +$3.27M 0.14% 135
2024
Q2 		$13.9M Buy
27,400
+13,425
+96% +$7.2M 0.12% 127
2024
Q1 		$7.77M Buy
13,975
+3,921
+39% +$1.99M 0.1% 147
2023
Q4 		$4.63M Sell
10,054
-747
-7% -$311K 0.08% 161
2023
Q3 		$4.21M Sell
10,801
-621
-5% -$250K 0.08% 169
2023
Q2 		$4.46M Buy
+11,422
New +$3.87M 0.07% 165

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's PH Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Parker-Hannifin (PH) stake by 3.5% in Q2 2026, buying an estimated $631K and bringing the position to 20,460 shares worth $20M. The position accounts for 0.44% of the portfolio, ranked #57.

Kovitz Investment Group Partners first reported a position in PH in Q2 2023 and has held it in 13 quarters since. The position peaked at $175M in Q3 2025. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Kovitz Investment Group Partners held 20,460 shares of Parker-Hannifin worth $20M as of Q2 2026.
  • Kovitz Investment Group Partners bought 689 Parker-Hannifin shares in Q2 2026, an estimated $631K.
  • Parker-Hannifin made up 0.44% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #57 holding.
  • Kovitz Investment Group Partners first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's Parker-Hannifin position peaked at $175M in Q3 2025.
  • 1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.