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 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%	6851
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

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.