Leeward Investments’s Parker-Hannifin PH Stock Holding History

Leeward Investments’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	$6.89M	Sell	7,702 -255	-3%	-$241K	0.34%	121
2025 Q4	$6.99M	Sell	7,957 -5,948	-43%	-$4.87M	0.35%	124
2025 Q3	$10.5M	Sell	13,905 -500	-3%	-$369K	0.54%	81
2025 Q2	$10.1M	Sell	14,405 -257	-2%	-$162K	0.54%	79
2025 Q1	$8.91M	Sell	14,662 -4,185	-22%	-$2.74M	0.47%	95
2024 Q4	$12M	Sell	18,847 -751	-4%	-$497K	0.6%	70
2024 Q3	$12.4M	Sell	19,598 -4,906	-20%	-$2.79M	0.57%	75
2024 Q2	$12.4M	Sell	24,504 -1,123	-4%	-$602K	0.57%	81
2024 Q1	$14.2M	Sell	25,627 -2,987	-10%	-$1.52M	0.63%	68
2023 Q4	$13.2M	Sell	28,614 -764	-3%	-$318K	0.62%	78
2023 Q3	$11.4M	Sell	29,378 -319	-1%	-$128K	0.58%	86
2023 Q2	$11.6M	Sell	29,697 -8,417	-22%	-$2.85M	0.54%	96
2023 Q1	$12.8M	Sell	38,114 -654	-2%	-$217K	0.58%	86
2022 Q4	$11.3M	Sell	38,768 -472	-1%	-$135K	0.5%	99
2022 Q3	$9.51M	Sell	39,240 -325	-0.8%	-$88K	0.45%	103
2022 Q2	$9.73M	Sell	39,565 -336	-0.8%	-$89.9K	0.44%	106
2022 Q1	$11.3M	Buy	+39,901	New	+$12M	0.45%	102

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

Leeward Investments's PH Position: Q1 2026 in Review

Leeward Investments reduced its Parker-Hannifin (PH) stake by 3.2% in Q1 2026, selling an estimated $241K and leaving 7,702 shares worth $6.89M. The position accounts for 0.34% of the portfolio, ranked #121.

Leeward Investments first reported a position in PH in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.2M in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Leeward Investments held 7,702 shares of Parker-Hannifin worth $6.89M as of Q1 2026.
Leeward Investments sold 255 Parker-Hannifin shares in Q1 2026, an estimated $241K.
Parker-Hannifin made up 0.34% of Leeward Investments's portfolio in Q1 2026, its #121 holding.
Leeward Investments first reported a position in Parker-Hannifin in Q1 2022 and has held it in 17 quarters since.
Leeward Investments's Parker-Hannifin position peaked at $14.2M in Q1 2024.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.