VIP
PH icon

Vista Investment Partners’s Parker-Hannifin PH Stock Holding History

Vista Investment Partners’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 		$7.47M Sell
7,815
-321
-4% -$315K 1.95% 11
2026
Q2 		$7.96M Sell
8,136
-220
-3% -$202K 2% 10
2026
Q1 		$7.48M Sell
8,356
-508
-6% -$481K 1.98% 9
2025
Q4 		$7.79M Sell
8,864
-32
-0.4% -$26.2K 2.04% 9
2025
Q3 		$6.74M Sell
8,896
-9
-0.1% -$6.64K 1.88% 12
2025
Q2 		$6.22M Sell
8,905
-80
-0.9% -$50.5K 1.79% 15
2025
Q1 		$5.46M Sell
8,985
-184
-2% -$120K 1.66% 15
2024
Q4 		$5.83M Sell
9,169
-46
-0.5% -$30.5K 1.82% 12
2024
Q3 		$5.82M Buy
9,215
+20
+0.2% +$11.4K 1.86% 12
2024
Q2 		$4.65M Buy
9,195
+60
+0.7% +$32.2K 1.55% 16
2024
Q1 		$5.08M Buy
9,135
+60
+0.7% +$30.5K 1.73% 16
2023
Q4 		$4.18M Buy
+9,075
New +$3.78M 1.53% 22

Other funds holding PH

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Vista Investment Partners's PH Position: Q3 2026 in Review

Vista Investment Partners reduced its Parker-Hannifin (PH) stake by 3.9% in Q3 2026, selling an estimated $315K and leaving 7,815 shares worth $7.47M. The position accounts for 1.95% of the portfolio, ranked #11.

Vista Investment Partners first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.96M in Q2 2026. 82 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Vista Investment Partners held 7,815 shares of Parker-Hannifin worth $7.47M as of Q3 2026.
  • Vista Investment Partners sold 321 Parker-Hannifin shares in Q3 2026, an estimated $315K.
  • Parker-Hannifin made up 1.95% of Vista Investment Partners's portfolio in Q3 2026, its #11 holding.
  • Vista Investment Partners first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Parker-Hannifin position peaked at $7.96M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.