MAM
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Morse Asset Management’s Parker-Hannifin PH Stock Holding History

Morse Asset 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
2026
Q3 		$49.7K Sell
52
-11
-17% -$10.8K 0.01% 235
2026
Q2 		$61.6K Hold
63
– – 0.01% 232
2026
Q1 		$56.4K Buy
63
+2
+3% +$1.89K 0.01% 220
2025
Q4 		$53.6K Buy
61
+16
+36% +$13.1K 0.01% 218
2025
Q3 		$34.1K Buy
45
+28
+165% +$20.7K 0.01% 217
2025
Q2 		$11.9K Buy
17
+9
+113% +$5.69K ﹤0.01% 255
2025
Q1 		$4.86K Buy
+8
New +$5.23K ﹤0.01% 275
2023
Q3 		– Sell
-1,160
Closed -$452K – 139
2023
Q2 		$452K Buy
1,160
+110
+10% +$37.2K 0.14% 115
2023
Q1 		$353K Buy
+1,050
New +$348K 0.12% 117
2019
Q4 		– Sell
-1,435
Closed -$259K – 139
2019
Q3 		$259K Sell
1,435
-4,800
-77% -$816K 0.1% 110
2019
Q2 		$1.06M Hold
6,235
– – 0.31% 75
2019
Q1 		$1.07M Sell
6,235
-435
-7% -$72.1K 0.32% 68
2018
Q4 		$995K Hold
6,670
– – 0.35% 69
2018
Q3 		$1.23M Sell
6,670
-1,500
-18% -$258K 0.32% 77
2018
Q2 		$1.27M Sell
8,170
-75
-0.9% -$12.8K 0.35% 71
2018
Q1 		$1.41M Sell
8,245
-150
-2% -$28.4K 0.39% 67
2017
Q4 		$1.68M Sell
8,395
-225
-3% -$41.8K 0.47% 62
2017
Q3 		$1.51M Sell
8,620
-100
-1% -$16.4K 0.45% 64
2017
Q2 		$1.39M Sell
8,720
-4,070
-32% -$645K 0.45% 67
2017
Q1 		$2.05M Buy
+12,790
New +$1.94M 0.7% 52

Other funds holding PH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morse Asset Management's PH Position: Q3 2026 in Review

Morse Asset Management reduced its Parker-Hannifin (PH) stake by 17% in Q3 2026, selling an estimated $10.8K and leaving 52 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #235.

Morse Asset Management first reported a position in PH in Q1 2017 and has held it in 20 quarters since. The position peaked at $2.05M in Q1 2017. 1,255 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Morse Asset Management held 52 shares of Parker-Hannifin worth $49.7K as of Q3 2026.
  • Morse Asset Management sold 11 Parker-Hannifin shares in Q3 2026, an estimated $10.8K.
  • Parker-Hannifin made up 0.01% of Morse Asset Management's portfolio in Q3 2026, its #235 holding.
  • Morse Asset Management first reported a position in Parker-Hannifin in Q1 2017 and has held it in 20 quarters since.
  • Morse Asset Management's Parker-Hannifin position peaked at $2.05M in Q1 2017.
  • 1,255 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.