LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA PH PARKER-HANNIFIN CORP COMMON STOCK

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  83 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported PARKER-HANNIFIN CORP COMMON STOCK (PH) in 83 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.02% in 2026 Q1. The latest visible filing shows PH at 1.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in PARKER-HANNIFIN CORP COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PH was reported at 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held PH — position size vs. price
% of Fund (quarterly)    PH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 204,898 -54 -0.0% 1.95% $200.4M 2026-07-30 $962.79
2026 Q1 REDUCED 204,952 -2,152 -1.0% 2.02% $201.7M 2026-04-13 $987.26
2025 Q4 REDUCED 207,104 -850 -0.4% 1.74% $191.8M 2026-01-28 $912.50
2025 Q3 REDUCED 207,954 -1,086 -0.5% 1.40% $159.3M 2025-10-24 $767.17
2025 Q2 REDUCED 209,040 -512 -0.2% 1.29% $146.0M 2025-07-30 $725.72
2025 Q1 ADDED 209,552 +19,977 +10.5% 1.18% $121.7M 2025-04-24 $590.01
2024 Q4 REDUCED 189,575 -434 -0.2% 1.08% $125.6M 2025-01-28 $657.08
2024 Q3 REDUCED 190,009 -1,846 -1.0% 1.06% $118.6M 2024-10-25 $611.76
2024 Q2 ADDED 191,855 +344 +0.2% 1.00% $109.1M 2024-07-17 $547.46
2024 Q1 ADDED 191,511 +958 +0.5% 1.03% $103.4M 2024-04-23 $538.48
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and PH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning PH?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported PH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PH position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for PH was 2.02% in 2026 Q1.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q2, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 204,898 shares, equal to 1.95% of portfolio, with an estimated market value of $200.4M.

What does the chart on this PH ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's quarterly PH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA time their PH position?

Based on 13F filing dates vs. subsequent PH price moves, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA correctly timed 22 out of 42 reported position changes (52%). The annualised alpha on PH relative to SPY over the holding period was +23.3%.

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