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Morningstar Investment Management’s Parker-Hannifin PH Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-2,002
Closed -$1.52M – 434
2025
Q3 		$1.52M Buy
+2,002
New +$1.48M 0.06% 293
2025
Q1 		– Sell
-1,353
Closed -$861K – 182
2024
Q4 		$861K Hold
1,353
– – 0.07% 87
2024
Q3 		$871K Buy
+1,353
New +$769K 0.09% 101
2023
Q4 		– Sell
-1,193
Closed -$465K – 209
2023
Q3 		$465K Hold
1,193
– – 0.06% 102
2023
Q2 		$465K Buy
+1,193
New +$404K 0.06% 104

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Management's PH Position: Q4 2025 in Review

Morningstar Investment Management sold out of Parker-Hannifin (PH) in Q4 2025, closing a stake of 2,002 shares — an estimated $1.52M sold.

Morningstar Investment Management first reported a position in PH in Q2 2023 and held it in 5 quarters. The position peaked at $1.52M in Q3 2025. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

  • Morningstar Investment Management reported no remaining Parker-Hannifin position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,002 Parker-Hannifin shares in Q4 2025, an estimated $1.52M.
  • Morningstar Investment Management first reported a position in Parker-Hannifin in Q2 2023 and held it in 5 quarters.
  • Morningstar Investment Management's Parker-Hannifin position peaked at $1.52M in Q3 2025.
  • 1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.