ZEGA Investments’s Parker-Hannifin PH Stock Holding History

ZEGA Investments’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 Q2	$978K	Buy	+1,000	New	+$916K	0.1%	122

Other funds holding PH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ZEGA Investments's PH Position: Q2 2026 in Review

ZEGA Investments reduced its Parker-Hannifin (PH) stake by 9.5% in Q2 2026, selling an estimated $136K and leaving 1,412 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #83.

ZEGA Investments first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

ZEGA Investments held 1,412 shares of Parker-Hannifin worth $1.38M as of Q2 2026.
ZEGA Investments sold 149 Parker-Hannifin shares in Q2 2026, an estimated $136K.
Parker-Hannifin made up 0.14% of ZEGA Investments's portfolio in Q2 2026, its #83 holding.
ZEGA Investments first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
ZEGA Investments's Parker-Hannifin position peaked at $1.62M in Q4 2025.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.