Occudo Quantitative Strategies’s Parker-Hannifin PH Stock Holding History

Occudo Quantitative Strategies’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	$2.01M	Sell	2,206 -9,496	-81%	-$8.99M	0.11%	260
2025 Q4	$10.3M	Buy	+11,702	New	+$9.58M	0.69%	28
2024 Q3	–	Sell	-6,716	Closed	-$3.4M	–	954
2024 Q2	$3.4M	Buy	+6,716	New	+$3.6M	0.6%	26
2024 Q1	–	Sell	-2,212	Closed	-$1.02M	–	974
2023 Q4	$1.02M	Buy	+2,212	New	+$921K	0.14%	205
2022 Q4	–	Sell	-8,409	Closed	-$2.04M	–	1277
2022 Q3	$2.04M	Buy	8,409 +1,740	+26%	+$471K	0.16%	177
2022 Q2	$1.64M	Buy	+6,669	New	+$1.78M	0.13%	234
2021 Q4	–	Sell	-7,109	Closed	-$1.99M	–	1215
2021 Q3	$1.99M	Buy	7,109 +4,206	+145%	+$1.25M	0.24%	87
2021 Q2	$892K	Buy	+2,903	New	+$899K	0.14%	242
2021 Q1	–	Sell	-1,167	Closed	-$318K	–	887
2020 Q4	$318K	Buy	+1,167	New	+$289K	0.1%	397

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

Occudo Quantitative Strategies's PH Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Parker-Hannifin (PH) stake by 81% in Q1 2026, selling an estimated $8.99M and leaving 2,206 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #260.

Occudo Quantitative Strategies first reported a position in PH in Q4 2020 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Occudo Quantitative Strategies held 2,206 shares of Parker-Hannifin worth $2.01M as of Q1 2026.
Occudo Quantitative Strategies sold 9,496 Parker-Hannifin shares in Q1 2026, an estimated $8.99M.
Parker-Hannifin made up 0.11% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #260 holding.
Occudo Quantitative Strategies first reported a position in Parker-Hannifin in Q4 2020 and has held it in 9 quarters since.
Occudo Quantitative Strategies's Parker-Hannifin position peaked at $10.3M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.