UBS Group’s Parker-Hannifin PH Stock Holding History

UBS Group’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
2021 Q4	–	Sell	-31,900	Closed	-$8.92M	–	10585
2021 Q3	$8.92M	Buy	31,900 +21,900	+219%	+$6.52M	﹤0.01%	2118
2021 Q2	$3.07M	Buy	+10,000	New	+$3.1M	﹤0.01%	3162
2020 Q3	–	Sell	-4,100	Closed	-$751K	–	8311
2020 Q2	$751K	Buy	+4,100	New	+$662K	﹤0.01%	3767
2018 Q3	–	Sell	-16,900	Closed	-$2.63M	–	8185
2018 Q2	$2.63M	Buy	16,900 +12,700	+302%	+$2.17M	﹤0.01%	2905
2018 Q1	$718K	Buy	4,200 +500	+14%	+$94.7K	﹤0.01%	3959
2017 Q4	$738K	Buy	+3,700	New	+$688K	﹤0.01%	4021
2017 Q1	–	Sell	-34,100	Closed	-$4.77M	–	7879
2016 Q4	$4.77M	Sell	34,100 -80,900	-70%	-$10.8M	﹤0.01%	2133
2016 Q3	$14.4M	Sell	115,000 -219,900	-66%	-$26.2M	0.01%	1162
2016 Q2	$36.2M	Buy	+334,900	New	+$37.5M	0.02%	634
2016 Q1	–	Sell	-28,200	Closed	-$2.73M	–	8030
2015 Q4	$2.73M	Buy	+28,200	New	+$2.86M	﹤0.01%	2512
2015 Q3	–	Sell	-37,900	Closed	-$4.41M	–	8575
2015 Q2	$4.41M	Buy	37,900 +32,900	+658%	+$3.98M	﹤0.01%	2204
2015 Q1	$594K	Buy	5,000 +4,900	+4,900%	+$594K	﹤0.01%	4007
2014 Q4	$13K	Buy	+100	New	+$12.3K	﹤0.01%	8152

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

UBS Group's PH Position: Q1 2026 in Review

UBS Group increased its Parker-Hannifin (PH) stake by 8.1% in Q1 2026, buying an estimated $75M and bringing the position to 1,061,984 shares worth $951M. The position accounts for 0.14% of the portfolio, ranked #140.

UBS Group first reported a position in PH in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.03B in Q1 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

UBS Group held 1,061,984 shares of Parker-Hannifin worth $951M as of Q1 2026.
UBS Group bought 79,204 Parker-Hannifin shares in Q1 2026, an estimated $75M.
Parker-Hannifin made up 0.14% of UBS Group's portfolio in Q1 2026, its #140 holding.
UBS Group first reported a position in Parker-Hannifin in Q4 2014 and has held it in 46 quarters since.
UBS Group's Parker-Hannifin position peaked at $1.03B in Q1 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.