Plato Investment Management’s Parker-Hannifin PH Stock Holding History

Plato Investment 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	$3.48M	Buy	3,575 +20	+0.6%	+$18.3K	0.2%	116
2026 Q1	$3.18M	Buy	3,555 +159	+5%	+$150K	0.21%	107
2025 Q4	$3M	Buy	3,396 +126	+4%	+$103K	0.2%	110
2025 Q3	$2.46M	Hold	3,270	–	–	0.17%	128
2025 Q2	$2.28M	Sell	3,270 -240	-7%	-$152K	0.17%	136
2025 Q1	$2.16M	Hold	3,510	–	–	0.18%	134
2024 Q4	$2.24M	Sell	3,510 -4	-0.1%	-$2.65K	0.16%	134
2024 Q3	$2.22M	Sell	3,514 -3	-0.1%	-$1.7K	0.18%	135
2024 Q2	$1.78M	Hold	3,517	–	–	0.17%	137
2024 Q1	$1.95M	Buy	3,517 +3,501	+21,881%	+$1.78M	0.2%	121
2023 Q4	$7.37K	Buy	+16	New	+$6.66K	0.01%	374

Other funds holding PH

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plato Investment Management's PH Position: Q2 2026 in Review

Plato Investment Management increased its Parker-Hannifin (PH) stake by 0.56% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,575 shares worth $3.48M. The position accounts for 0.2% of the portfolio, ranked #116.

Plato Investment Management first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Plato Investment Management held 3,575 shares of Parker-Hannifin worth $3.48M as of Q2 2026.
Plato Investment Management bought 20 Parker-Hannifin shares in Q2 2026, an estimated $18.3K.
Parker-Hannifin made up 0.2% of Plato Investment Management's portfolio in Q2 2026, its #116 holding.
Plato Investment Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.