Port Capital’s Parker-Hannifin PH Stock Holding History

Port 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	$75.8M	Sell	84,638 -4,112	-5%	-$3.89M	3.37%	11
2025 Q4	$78M	Buy	88,750 +5,624	+7%	+$4.6M	3.36%	9
2025 Q3	$63M	Buy	83,126 +158	+0.2%	+$117K	2.63%	16
2025 Q2	$58M	Buy	82,968 +16,070	+24%	+$10.2M	2.46%	19
2025 Q1	$40.7M	Sell	66,898 -205	-0.3%	-$134K	1.84%	23
2024 Q4	$42.7M	Buy	67,103 +619	+0.9%	+$410K	1.95%	22
2024 Q3	$42M	Buy	66,484 +1,513	+2%	+$860K	1.88%	23
2024 Q2	$32.9M	Buy	64,971 +11,433	+21%	+$6.13M	1.65%	27
2024 Q1	$29.8M	Buy	53,538 +19,809	+59%	+$10.1M	1.49%	29
2023 Q4	$15.5M	Buy	+33,729	New	+$14M	0.87%	32

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

Port Capital's PH Position: Q1 2026 in Review

Port Capital reduced its Parker-Hannifin (PH) stake by 4.6% in Q1 2026, selling an estimated $3.89M and leaving 84,638 shares worth $75.8M. The position accounts for 3.37% of the portfolio, ranked #11.

Port Capital first reported a position in PH in Q4 2023 and has held it in 10 quarters since. The position peaked at $78M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Port Capital held 84,638 shares of Parker-Hannifin worth $75.8M as of Q1 2026.
Port Capital sold 4,112 Parker-Hannifin shares in Q1 2026, an estimated $3.89M.
Parker-Hannifin made up 3.37% of Port Capital's portfolio in Q1 2026, its #11 holding.
Port Capital first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
Port Capital's Parker-Hannifin position peaked at $78M in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.