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

Tortoise 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	$529K	Buy	591 +8	+1%	+$7.57K	0.04%	158
2025 Q4	$512K	Buy	583 +2	+0.3%	+$1.64K	0.05%	152
2025 Q3	$440K	Buy	581 +3	+0.5%	+$2.21K	0.04%	163
2025 Q2	$404K	Buy	578 +6	+1%	+$3.79K	0.04%	160
2025 Q1	$347K	Sell	572 -55	-9%	-$36K	0.04%	163
2024 Q4	$399K	Buy	627 +3	+0.5%	+$1.99K	0.04%	163
2024 Q3	$394K	Buy	624 +32	+5%	+$18.2K	0.04%	165
2024 Q2	$300K	Buy	592 +12	+2%	+$6.43K	0.03%	177
2024 Q1	$322K	Buy	580 +2	+0.3%	+$1.02K	0.04%	176
2023 Q4	$266K	Buy	578 +2	+0.3%	+$833	0.04%	182
2023 Q3	$224K	Buy	576 +2	+0.3%	+$804	0.03%	186
2023 Q2	$224K	Buy	574 +560	+4,000%	+$190K	0.03%	186
2023 Q1	$4.71K	Sell	14 -1	-7%	-$331	﹤0.01%	624
2022 Q4	$4.37K	Sell	15 -2	-12%	-$572	﹤0.01%	625
2022 Q3	$4K	Sell	17 -4	-19%	-$1.08K	﹤0.01%	628
2022 Q2	$5K	Buy	+21	New	+$5.62K	﹤0.01%	588

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

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

Tortoise Investment Management increased its Parker-Hannifin (PH) stake by 1.4% in Q1 2026, buying an estimated $7.57K and bringing the position to 591 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #158.

Tortoise Investment Management first reported a position in PH in Q2 2022 and has held it in 16 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Tortoise Investment Management held 591 shares of Parker-Hannifin worth $529K as of Q1 2026.
Tortoise Investment Management bought 8 Parker-Hannifin shares in Q1 2026, an estimated $7.57K.
Parker-Hannifin made up 0.04% of Tortoise Investment Management's portfolio in Q1 2026, its #158 holding.
Tortoise Investment Management first reported a position in Parker-Hannifin in Q2 2022 and has held it in 16 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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