Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionAccurate Wealth Management, LLC
Latest Disclosed Ownership2,255 shares
Latest Disclosed Value $ 2,219,521
Accurate Wealth Management, LLC reports 13.83% increase in ownership of PH / Parker-Hannifin Corporation

On April 23, 2026 - Accurate Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,255 shares of Parker-Hannifin Corporation (MX:PH) valued at $2,219,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,981 shares of Parker-Hannifin Corporation. This represents a change in shares of 13.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F PARKER-HANNIFIN COM 701094104 2,255 274 13.83 2,220 21.66 0.2671
2026-01-14 2025-12-31 13F PARKER-HANNIFIN COM 701094104 1,981 149 8.13 1,824 35.31 0.2315
2025-10-20 2025-09-30 13F PARKER-HANNIFIN COM 701094104 1,832 77 4.39 1,349 7.58 0.1796
2025-07-15 2025-06-30 13F PARKER-HANNIFIN COM 701094104 1,755 75 4.46 1,253 32.03 0.1917
2025-04-15 2025-03-31 13F PARKER-HANNIFIN COM 701094104 1,680 223 15.31 950 3.38 0.1813
2025-01-14 2024-12-31 13F PARKER-HANNIFIN COM 701094104 1,457 227 18.46 918 17.09 0.1762
2024-10-17 2024-09-30 13F PARKER-HANNIFIN COM 701094104 1,230 11 0.90 785 18.07 0.1576
2024-07-17 2024-06-30 13F PARKER-HANNIFIN COM 701094104 1,219 609 99.84 664 103.68 0.1592
2024-04-23 2024-03-31 13F PARKER-HANNIFIN COM 701094104 610 -8 -1.29 326 14.39 0.0953
2024-01-12 2023-12-31 13F PARKER-HANNIFIN COM 701094104 618 -18 -2.83 286 11.33 0.0889
2023-10-23 2023-09-30 13F PARKER-HANNIFIN COM 701094104 636 636 256 0.0804
2023-04-13 2023-03-31 13F PARKER-HANNIFIN COM 701094104 0 -134 -100.00 0 -100.00
2023-01-11 2022-12-31 13F PARKER-HANNIFIN COM 701094104 134 134 42 0.0153
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.