McDonald Partners’s Parker-Hannifin PH Stock Holding History

McDonald 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	$367K	Sell	410 -38	-8%	-$36K	0.09%	162
2025 Q4	$394K	Sell	448 -4	-0.9%	-$3.27K	0.12%	147
2025 Q3	$343K	Hold	452	–	–	0.1%	177
2025 Q2	$316K	Sell	452 -48	-10%	-$30.3K	0.08%	209
2025 Q1	$304K	Hold	500	–	–	0.08%	202
2024 Q4	$318K	Hold	500	–	–	0.08%	195
2024 Q3	$316K	Hold	500	–	–	0.08%	198
2024 Q2	$253K	Buy	500 +125	+33%	+$67K	0.07%	212
2024 Q1	$208K	Buy	+375	New	+$191K	0.06%	225
2023 Q3	–	Sell	-825	Closed	-$322K	–	238
2023 Q2	$322K	Hold	825	–	–	0.1%	194
2023 Q1	$277K	Hold	825	–	–	0.09%	200
2022 Q4	$240K	Sell	825 -100	-11%	-$28.6K	0.08%	202
2022 Q3	$224K	Hold	925	–	–	0.09%	198
2022 Q2	$228K	Hold	925	–	–	0.06%	265
2022 Q1	$262K	Buy	+925	New	+$279K	0.06%	271
2021 Q4	–	Sell	-950	Closed	-$266K	–	679
2021 Q3	$266K	Hold	950	–	–	0.06%	258
2021 Q2	$292K	Sell	950 -41	-4%	-$12.7K	0.07%	248
2021 Q1	$313K	Sell	991 -102	-9%	-$29.4K	0.08%	235
2020 Q4	$298K	Buy	+1,093	New	+$271K	0.08%	229

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

McDonald Partners's PH Position: Q1 2026 in Review

McDonald Partners reduced its Parker-Hannifin (PH) stake by 8.5% in Q1 2026, selling an estimated $36K and leaving 410 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #162.

McDonald Partners first reported a position in PH in Q4 2020 and has held it in 19 quarters since. The position peaked at $394K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

McDonald Partners held 410 shares of Parker-Hannifin worth $367K as of Q1 2026.
McDonald Partners sold 38 Parker-Hannifin shares in Q1 2026, an estimated $36K.
Parker-Hannifin made up 0.09% of McDonald Partners's portfolio in Q1 2026, its #162 holding.
McDonald Partners first reported a position in Parker-Hannifin in Q4 2020 and has held it in 19 quarters since.
McDonald Partners's Parker-Hannifin position peaked at $394K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.