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 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 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

Kovitz Investment Group Partners's PH Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Parker-Hannifin (PH) stake by 7.5% in Q1 2026, buying an estimated $1.31M and bringing the position to 19,771 shares worth $17.7M. The position accounts for 0.41% of the portfolio, ranked #63.

Kovitz Investment Group Partners first reported a position in PH in Q2 2023 and has held it in 12 quarters since. The position peaked at $175M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Kovitz Investment Group Partners held 19,771 shares of Parker-Hannifin worth $17.7M as of Q1 2026.
Kovitz Investment Group Partners bought 1,384 Parker-Hannifin shares in Q1 2026, an estimated $1.31M.
Parker-Hannifin made up 0.41% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #63 holding.
Kovitz Investment Group Partners first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
Kovitz Investment Group Partners's Parker-Hannifin position peaked at $175M in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.