Oakworth Capital’s Parker-Hannifin PH Stock Holding History

Oakworth Capital’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	$504K	Buy	563 +300	+114%	+$284K	0.03%	141
2025 Q4	$231K	Buy	263 +73	+38%	+$59.7K	0.01%	227
2025 Q3	$144K	Hold	190	–	–	0.01%	284
2025 Q2	$133K	Hold	190	–	–	0.01%	255
2025 Q1	$115K	Hold	190	–	–	0.01%	269
2024 Q4	$121K	Hold	190	–	–	0.01%	260
2024 Q3	$120K	Buy	190 +48	+34%	+$27.3K	0.01%	258
2024 Q2	$71.8K	Buy	142 +86	+154%	+$46.1K	0.01%	306
2024 Q1	$31.1K	Hold	56	–	–	﹤0.01%	377
2023 Q4	$25.8K	Sell	56 -30	-35%	-$12.5K	﹤0.01%	395
2023 Q3	$33.5K	Buy	86 +28	+48%	+$11.3K	﹤0.01%	344
2023 Q2	$22.6K	Buy	+58	New	+$19.6K	﹤0.01%	374
2022 Q4	–	Sell	-23	Closed	-$6K	–	594
2022 Q3	$6K	Buy	+23	New	+$6.22K	﹤0.01%	491
2022 Q2	–	Sell	-46	Closed	-$13K	–	573
2022 Q1	$13K	Hold	46	–	–	﹤0.01%	429
2021 Q4	$15K	Hold	46	–	–	﹤0.01%	450
2021 Q3	$13K	Hold	46	–	–	﹤0.01%	455
2021 Q2	$14K	Hold	46	–	–	﹤0.01%	443
2021 Q1	$15K	Hold	46	–	–	﹤0.01%	424
2020 Q4	$13K	Hold	46	–	–	﹤0.01%	406
2020 Q3	$9K	Hold	46	–	–	﹤0.01%	438
2020 Q2	$8K	Hold	46	–	–	﹤0.01%	425
2020 Q1	$6K	Hold	46	–	–	﹤0.01%	418
2019 Q4	$10K	Hold	46	–	–	﹤0.01%	434
2019 Q3	$8K	Hold	46	–	–	﹤0.01%	458
2019 Q2	$8K	Hold	46	–	–	﹤0.01%	502
2019 Q1	$8K	Hold	46	–	–	﹤0.01%	470
2018 Q4	$7K	Hold	46	–	–	﹤0.01%	470
2018 Q3	$8K	Sell	46 -25	-35%	-$4.29K	﹤0.01%	478
2018 Q2	$11K	Hold	71	–	–	﹤0.01%	461
2018 Q1	$12K	Buy	71 +14	+25%	+$2.65K	﹤0.01%	432
2017 Q4	$11K	Sell	57 -118	-67%	-$21.9K	﹤0.01%	447
2017 Q3	$28K	Hold	175	–	–	0.01%	364
2017 Q2	$28K	Hold	175	–	–	0.01%	357
2017 Q1	$28K	Hold	175	–	–	0.01%	350
2016 Q4	$24K	Sell	175 -105	-38%	-$14K	0.01%	366
2016 Q3	$35K	Buy	280 +105	+60%	+$12.5K	0.01%	300
2016 Q2	$20K	Hold	175	–	–	0.01%	359
2016 Q1	$19K	Hold	175	–	–	0.01%	314
2015 Q4	$17K	Hold	175	–	–	0.01%	309
2015 Q3	$17K	Hold	175	–	–	0.01%	262
2015 Q2	$20K	Hold	175	–	–	0.01%	255
2015 Q1	$21K	Hold	175	–	–	0.01%	269
2014 Q4	$23K	Hold	175	–	–	0.01%	254
2014 Q3	$20K	Hold	175	–	–	0.01%	233
2014 Q2	$22K	Hold	175	–	–	0.01%	223
2014 Q1	$21K	Hold	175	–	–	0.01%	225
2013 Q4	$23K	Buy	+175	New	+$20.3K	0.02%	192

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

Oakworth Capital's PH Position: Q1 2026 in Review

Oakworth Capital increased its Parker-Hannifin (PH) stake by 114% in Q1 2026, buying an estimated $284K and bringing the position to 563 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #141.

Oakworth Capital first reported a position in PH in Q4 2013 and has held it in 47 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Oakworth Capital held 563 shares of Parker-Hannifin worth $504K as of Q1 2026.
Oakworth Capital bought 300 Parker-Hannifin shares in Q1 2026, an estimated $284K.
Parker-Hannifin made up 0.03% of Oakworth Capital's portfolio in Q1 2026, its #141 holding.
Oakworth Capital first reported a position in Parker-Hannifin in Q4 2013 and has held it in 47 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.