UBS Group
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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
2026
Q3 		$3.06M Sell
3,200
-6,100
-66% -$5.99M ﹤0.01% 4609
2026
Q2 		$9.1M Buy
9,300
+8,400
+933% +$7.69M ﹤0.01% 3549
2026
Q1 		$806K Buy
+900
New +$852K ﹤0.01% 5719
2025
Q2 		– Sell
-9,800
Closed -$5.96M – 10697
2025
Q1 		$5.96M Buy
9,800
+400
+4% +$262K ﹤0.01% 3607
2024
Q4 		$5.98M Buy
+9,400
New +$6.22M ﹤0.01% 3623
2021
Q4 		– Sell
-107,200
Closed -$30M – 10586
2021
Q3 		$30M Buy
107,200
+5,000
+5% +$1.49M 0.01% 1184
2021
Q2 		$31.4M Buy
+102,200
New +$31.6M 0.01% 1133
2020
Q2 		– Sell
-100
Closed -$13K – 8258
2020
Q1 		$13K Hold
100
– – ﹤0.01% 6777
2019
Q4 		$21K Buy
+100
New +$19.4K ﹤0.01% 6847
2019
Q2 		– Sell
-200
Closed -$34K – 8081
2019
Q1 		$34K Buy
+200
New +$33.2K ﹤0.01% 5844
2018
Q4 		– Sell
-300
Closed -$55K – 8224
2018
Q3 		$55K Buy
300
+100
+50% +$17.2K ﹤0.01% 6090
2018
Q2 		$31K Hold
200
– – ﹤0.01% 6352
2018
Q1 		$34K Buy
+200
New +$37.9K ﹤0.01% 5999
2017
Q2 		– Sell
-262,500
Closed -$42.1M – 7899
2017
Q1 		$42.1M Buy
262,500
+105,700
+67% +$16M 0.02% 618
2016
Q4 		$22M Buy
156,800
+138,400
+752% +$18.4M 0.01% 967
2016
Q3 		$2.31M Sell
18,400
-424,500
-96% -$50.6M ﹤0.01% 2711
2016
Q2 		$47.9M Buy
+442,900
New +$49.7M 0.03% 517

Other funds holding PH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group's PH Position: Q3 2026 in Review

UBS Group reduced its Parker-Hannifin (PH) stake by 7% in Q3 2026, selling an estimated $68.5M and leaving 925,198 shares worth $884M. The position accounts for 0.12% of the portfolio, ranked #165.

UBS Group first reported a position in PH in Q4 2014 and has held it in 48 quarters since. The position peaked at $1.03B in Q1 2025. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • UBS Group held 925,198 shares of Parker-Hannifin worth $884M as of Q3 2026.
  • UBS Group sold 69,747 Parker-Hannifin shares in Q3 2026, an estimated $68.5M.
  • Parker-Hannifin made up 0.12% of UBS Group's portfolio in Q3 2026, its #165 holding.
  • UBS Group first reported a position in Parker-Hannifin in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Parker-Hannifin position peaked at $1.03B in Q1 2025.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.