Lido Advisors’s Parker-Hannifin PH Stock Holding History

Lido Advisors’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	$2.33M	Buy	2,600 +200	+8%	+$189K	0.01%	669
2025 Q4	$2.11M	Hold	2,400	–	–	0.01%	702
2025 Q3	$1.82M	Sell	2,400 -300	-11%	-$221K	0.01%	714
2025 Q2	$1.89M	Buy	2,700 +1,300	+93%	+$821K	0.01%	605
2025 Q1	$851K	Hold	1,400	–	–	﹤0.01%	838
2024 Q4	$890K	Buy	1,400 +100	+8%	+$66.2K	﹤0.01%	803
2024 Q3	$821K	Hold	1,300	–	–	﹤0.01%	791
2024 Q2	$658K	Hold	1,300	–	–	﹤0.01%	832
2024 Q1	$723K	Sell	1,300 -1,300	-50%	-$660K	﹤0.01%	767
2023 Q4	$1.2M	Buy	2,600 +1,300	+100%	+$541K	0.01%	551
2023 Q3	$506K	Hold	1,300	–	–	﹤0.01%	745
2023 Q2	$507K	Hold	1,300	–	–	﹤0.01%	741
2023 Q1	$437K	Sell	1,300 -200	-13%	-$66.2K	﹤0.01%	729
2022 Q4	$437K	Hold	1,500	–	–	0.01%	641
2022 Q3	$363K	Hold	1,500	–	–	﹤0.01%	659
2022 Q2	$369K	Hold	1,500	–	–	﹤0.01%	641
2022 Q1	$425K	Hold	1,500	–	–	﹤0.01%	648
2021 Q4	$477K	Buy	+1,500	New	+$464K	0.01%	630

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

Lido Advisors's PH Position: Q1 2026 in Review

Lido Advisors increased its Parker-Hannifin (PH) stake by 12% in Q1 2026, buying an estimated $975K and bringing the position to 9,896 shares worth $8.86M. The position accounts for 0.03% of the portfolio, ranked #338.

Lido Advisors first reported a position in PH in Q4 2020 and has held it in 22 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Lido Advisors held 9,896 shares of Parker-Hannifin worth $8.86M as of Q1 2026.
Lido Advisors bought 1,030 Parker-Hannifin shares in Q1 2026, an estimated $975K.
Parker-Hannifin made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #338 holding.
Lido Advisors first reported a position in Parker-Hannifin in Q4 2020 and has held it in 22 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.