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 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 $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

Plato Investment Management's PH Position: Q1 2026 in Review

Plato Investment Management increased its Parker-Hannifin (PH) stake by 4.7% in Q1 2026, buying an estimated $150K and bringing the position to 3,555 shares worth $3.18M. The position accounts for 0.21% of the portfolio, ranked #107.

Plato Investment Management first reported a position in PH in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Plato Investment Management held 3,555 shares of Parker-Hannifin worth $3.18M as of Q1 2026.
Plato Investment Management bought 159 Parker-Hannifin shares in Q1 2026, an estimated $150K.
Parker-Hannifin made up 0.21% of Plato Investment Management's portfolio in Q1 2026, its #107 holding.
Plato Investment Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.