Next Capital Management’s Parker-Hannifin PH Stock Holding History

Next Capital 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 Q2	$1.01M	Hold	1,035	–	–	0.27%	59
2026 Q1	$927K	Hold	1,035	–	–	0.28%	61
2025 Q4	$910K	Hold	1,035	–	–	0.29%	60
2025 Q3	$785K	Hold	1,035	–	–	0.26%	67
2025 Q2	$723K	Hold	1,035	–	–	0.27%	68
2025 Q1	$629K	Hold	1,035	–	–	0.3%	64
2024 Q4	$658K	Hold	1,035	–	–	0.27%	69
2024 Q3	$654K	Sell	1,035 -2	-0.2%	-$1.14K	0.27%	74
2024 Q2	$525K	Sell	1,037 -17	-2%	-$9.12K	0.22%	78
2024 Q1	$586K	Buy	1,054 +9	+0.9%	+$4.57K	0.24%	73
2023 Q4	$481K	Hold	1,045	–	–	0.2%	77
2023 Q3	$407K	Buy	1,045 +45	+5%	+$18.1K	0.18%	78
2023 Q2	$390K	Hold	1,000	–	–	0.18%	79
2023 Q1	$336K	Hold	1,000	–	–	0.16%	89
2022 Q4	$291K	Hold	1,000	–	–	0.16%	94
2022 Q3	$242K	Hold	1,000	–	–	0.18%	91
2022 Q2	$246K	Hold	1,000	–	–	0.18%	93
2022 Q1	$284K	Hold	1,000	–	–	0.19%	93
2021 Q4	$318K	Hold	1,000	–	–	0.21%	82
2021 Q3	$280K	Hold	1,000	–	–	0.2%	85
2021 Q2	$307K	Buy	+1,000	New	+$310K	0.2%	82

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Next Capital Management's PH Position: Q2 2026 in Review

Next Capital Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 1,035 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #59.

Next Capital Management first reported a position in PH in Q2 2021 and has held it in 21 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Next Capital Management held 1,035 shares of Parker-Hannifin worth $1.01M as of Q2 2026.
Next Capital Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.27% of Next Capital Management's portfolio in Q2 2026, its #59 holding.
Next Capital Management first reported a position in Parker-Hannifin in Q2 2021 and has held it in 21 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.