Two Point Capital Management’s Parker-Hannifin PH Stock Holding History

Two Point Capital 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 Q3	$10.6M	Sell	11,080 -122	-1%	-$120K	4.75%	7
2026 Q2	$11M	Sell	11,202 -84	-0.7%	-$77K	4.41%	9
2026 Q1	$10.1M	Sell	11,286 -3,365	-23%	-$3.18M	4.41%	9
2025 Q4	$12.9M	Buy	14,651 +85	+0.6%	+$69.6K	5.22%	6
2025 Q3	$11M	Sell	14,566 -341	-2%	-$252K	4.44%	9
2025 Q2	$10.4M	Buy	+14,907	New	+$9.42M	4.43%	10
2024 Q4	$11.8M	Sell	17,366 -127	-0.7%	-$84.1K	4.21%	10
2024 Q3	$11.1M	Buy	17,493 +160	+0.9%	+$90.9K	4.03%	9
2024 Q2	$8.77M	Buy	17,333 +130	+0.8%	+$69.7K	3.53%	11
2024 Q1	$9.6M	Sell	17,203 -90	-0.5%	-$45.7K	3.93%	11
2023 Q4	$7.97M	Buy	17,293 +336	+2%	+$140K	3.64%	12
2023 Q3	$6.61M	Buy	16,957 +170	+1%	+$68.3K	3.64%	14
2023 Q2	$6.55M	Buy	16,787 +213	+1%	+$72.1K	3.42%	15
2023 Q1	$5.57M	Hold	16,574	–	–	3.28%	17
2022 Q4	$4.82M	Buy	+16,574	New	+$4.74M	3.11%	17

Other funds holding PH

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Two Point Capital Management's PH Position: Q3 2026 in Review

Two Point Capital Management reduced its Parker-Hannifin (PH) stake by 1.1% in Q3 2026, selling an estimated $120K and leaving 11,080 shares worth $10.6M. The position accounts for 4.75% of the portfolio, ranked #7.

Two Point Capital Management first reported a position in PH in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q4 2025. 388 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Two Point Capital Management held 11,080 shares of Parker-Hannifin worth $10.6M as of Q3 2026.
Two Point Capital Management sold 122 Parker-Hannifin shares in Q3 2026, an estimated $120K.
Parker-Hannifin made up 4.75% of Two Point Capital Management's portfolio in Q3 2026, its #7 holding.
Two Point Capital Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
Two Point Capital Management's Parker-Hannifin position peaked at $12.9M in Q4 2025.
388 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.