Patten Group’s Parker-Hannifin PH Stock Holding History

Patten Group’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	$360K	Buy	+368	New	+$337K	0.06%	258
2019 Q1	–	Sell	-75	Closed	-$11K	–	434
2018 Q4	$11K	Hold	75	–	–	0.01%	427
2018 Q3	$14K	Hold	75	–	–	0.01%	472
2018 Q2	$12K	Hold	75	–	–	﹤0.01%	463
2018 Q1	$13K	Hold	75	–	–	0.01%	449
2017 Q4	$15K	Hold	75	–	–	0.01%	452
2017 Q3	$13K	Hold	75	–	–	0.01%	458
2017 Q2	$12K	Hold	75	–	–	﹤0.01%	478
2017 Q1	$12K	Hold	75	–	–	0.01%	451
2016 Q4	$11K	Hold	75	–	–	﹤0.01%	451
2016 Q3	$9.26K	Hold	75	–	–	﹤0.01%	477
2016 Q2	$8.1K	Hold	75	–	–	﹤0.01%	471
2016 Q1	$8.33K	Hold	75	–	–	﹤0.01%	484
2015 Q4	$7.27K	Hold	75	–	–	﹤0.01%	525
2015 Q3	$7.3K	Hold	75	–	–	﹤0.01%	458
2015 Q2	$8.72K	Buy	+75	New	+$9.06K	﹤0.01%	454

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

Patten Group's PH Position: Q2 2026 in Review

Patten Group opened a new position in Parker-Hannifin (PH) in Q2 2026: 368 shares worth $360K. The stake represents 0.06% of the portfolio and ranks #258 among its holdings. This is a return to the name: Patten Group previously reported a position in PH as recently as Q4 2018.

Patten Group first reported a position in PH in Q2 2015 and has held it in 16 quarters since. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Patten Group held 368 shares of Parker-Hannifin worth $360K as of Q2 2026.
Parker-Hannifin was a new Patten Group position in Q2 2026.
Parker-Hannifin made up 0.06% of Patten Group's portfolio in Q2 2026, its #258 holding.
Patten Group first reported a position in Parker-Hannifin in Q2 2015 and has held it in 16 quarters since.
1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.