Simon Quick Advisors’s Parker-Hannifin PH Stock Holding History

Simon Quick Advisors’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	$256K	Sell	286 -17	-6%	-$16.1K	0.01%	332
2025 Q4	$266K	Buy	+303	New	+$248K	0.01%	326
2025 Q2	–	Sell	-768	Closed	-$467K	–	572
2025 Q1	$467K	Buy	768 +175	+30%	+$114K	0.03%	312
2024 Q4	$377K	Buy	593 +61	+11%	+$40.4K	0.02%	305
2024 Q3	$336K	Buy	+532	New	+$302K	0.02%	297
2019 Q3	–	Sell	-5	Closed	-$850	–	484
2019 Q2	$850	Buy	+5	New	+$862	﹤0.01%	423
2017 Q1	–	Sell	-1,200	Closed	-$168K	–	371
2016 Q4	$168K	Buy	+1,200	New	+$160K	0.13%	95

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

Simon Quick Advisors's PH Position: Q1 2026 in Review

Simon Quick Advisors reduced its Parker-Hannifin (PH) stake by 5.6% in Q1 2026, selling an estimated $16.1K and leaving 286 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #332.

Simon Quick Advisors first reported a position in PH in Q4 2016 and has held it in 7 quarters since. The position peaked at $467K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Simon Quick Advisors held 286 shares of Parker-Hannifin worth $256K as of Q1 2026.
Simon Quick Advisors sold 17 Parker-Hannifin shares in Q1 2026, an estimated $16.1K.
Parker-Hannifin made up 0.01% of Simon Quick Advisors's portfolio in Q1 2026, its #332 holding.
Simon Quick Advisors first reported a position in Parker-Hannifin in Q4 2016 and has held it in 7 quarters since.
Simon Quick Advisors's Parker-Hannifin position peaked at $467K in Q1 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.