UBS O'Connor’s Parker-Hannifin PH Stock Holding History

UBS O'Connor’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
2025 Q4	$13.6M	Buy	+15,460	New	+$12.7M	0.36%	28
2025 Q3	–	Sell	-4,020	Closed	-$2.81M	–	410
2025 Q2	$2.81M	Sell	4,020 -2,460	-38%	-$1.55M	0.08%	117
2025 Q1	$3.94M	Sell	6,480 -23,900	-79%	-$15.6M	0.09%	77
2024 Q4	$19.3M	Buy	30,380 +1,710	+6%	+$1.13M	0.48%	28
2024 Q3	$18.1M	Buy	+28,670	New	+$16.3M	0.45%	27
2018 Q2	–	Sell	-31,657	Closed	-$5.41M	–	340
2018 Q1	$5.41M	Buy	+31,657	New	+$6M	0.1%	98
2014 Q2	–	Sell	-13,870	Closed	-$1.66M	–	519
2014 Q1	$1.66M	Buy	+13,870	New	+$1.66M	0.03%	297

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS O'Connor's PH Position: Q4 2025 in Review

UBS O'Connor opened a new position in Parker-Hannifin (PH) in Q4 2025: 15,460 shares worth $13.6M. The stake represents 0.36% of the portfolio and ranks #28 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in PH as recently as Q2 2025.

UBS O'Connor first reported a position in PH in Q1 2014 and has held it in 7 quarters since. The position peaked at $19.3M in Q4 2024. 1,845 funds tracked by Wall St. Rank hold PH as of Q4 2025.

UBS O'Connor held 15,460 shares of Parker-Hannifin worth $13.6M as of Q4 2025.
Parker-Hannifin was a new UBS O'Connor position in Q4 2025.
Parker-Hannifin made up 0.36% of UBS O'Connor's portfolio in Q4 2025, its #28 holding.
UBS O'Connor first reported a position in Parker-Hannifin in Q1 2014 and has held it in 7 quarters since.
UBS O'Connor's Parker-Hannifin position peaked at $19.3M in Q4 2024.
1,845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.