TPCM
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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
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 		$9.56M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Point Capital Management's PH Position: Q1 2026 in Review

Two Point Capital Management reduced its Parker-Hannifin (PH) stake by 23% in Q1 2026, selling an estimated $3.18M and leaving 11,286 shares worth $10.1M. The position accounts for 4.41% of the portfolio, ranked #9.

Two Point Capital Management first reported a position in PH in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.9M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Two Point Capital Management held 11,286 shares of Parker-Hannifin worth $10.1M as of Q1 2026.
  • Two Point Capital Management sold 3,365 Parker-Hannifin shares in Q1 2026, an estimated $3.18M.
  • Parker-Hannifin made up 4.41% of Two Point Capital Management's portfolio in Q1 2026, its #9 holding.
  • Two Point Capital Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 13 quarters since.
  • Two Point Capital Management's Parker-Hannifin position peaked at $12.9M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.