PQUS0.860%
as of Jul 21
PH
DefensivePARKER HANNIFIN CORP
Parker-Hannifin Corporation manufactures and sells motion and control technologies and systems for aerospace and defense, in-plant and industrial equipment, transportation, off-highway, energy, and HVAC and refrigeration markets in North America, Europe, Asia Pacific, and Latin America. The company operates through two segments: Diversified Industrial and Aerospace Systems.
Close · 3M
+2.00%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate46% (6/13)
Avg buy return+1.88%
PQUS · Weight increase · 3d
The steady weight of Parker Hannifin in PQUS from July 11-15, followed by a gradual increase from 0.81% to 0.86% over the next three days, reflects the ETF's periodic rebalancing rather than daily adjustments. This measured cadence indicates the AI ranking system, employed by Pictet Asset Management, likely re-evaluated PH, an Industrials large-cap, based on its sustained price performance—a 30-day return of 9.3% and a 1-year return of 34.9%—despite the stock trading near its 52-week high at $953.21. The underlying financials, including a 24.69% ROE and 6.03% revenue growth, would have contributed to this favorable re-ranking, signaling the stock’s operational strength. Consequently, PQUS, managing a portfolio of about 165 US large caps with measured turnover, incrementally increased its exposure to PH, aligning with its strategy to integrate AI-driven insights while maintaining portfolio stability and adhering to its concentration rules.
weight 0.810% → 0.860% (+0.050 pp)·stock up 1.6% in the 30 days before
Jul 18·entry $950.79·now $950.79Fresh
0.00%
since Jul 18
PQUS · Weight increase · 2d
The Pictet Asset Management AI ranking system, which manages PQUS's ~165 US large-cap holdings, directed an increased allocation to PH during a recent periodic rebalance. The observed consecutive weight increase from 0.8100% to 0.8500% between July 16 and July 17, 2026, reflects this directive, aligning with the fund's stated measured turnover approach. This upward adjustment in PH's weighting within PQUS appears driven by its strong underlying business fundamentals, evidenced by a 24.69% Return on Equity. The AI system seems to have further considered the stock's recent price momentum, as PH registered a 30-day return of +12.6%, even while trading near 94% of its 52-week high.
weight 0.810% → 0.850% (+0.040 pp)·stock up 1.6% in the 30 days before
Jul 17·entry $953.21·now $950.79Fresh
-0.25%
since Jul 17
PQUS · Weight decrease · 2d
Parker Hannifin’s PER of 34.79 and PBR of 6.52, alongside a 24.69% ROE, initially positioned the company within Pictet Asset Management’s US large-cap universe for its AI ranking system. However, with the stock trading at $962.89, reaching 94% of its 52-week high following a 12.0% return in the preceding 30 days, its valuation multiples likely became a factor for the AI's rebalancing. The consecutive weight reduction in PQUS from 0.85% on July 1 to 0.82% by July 3, 2026, reflects a measured adjustment by the AI, signaling a response to the recent price run-up without triggering a complete exit. This action is consistent with the fund's stated style of US large-cap exposure with measured turnover, allowing for recalibration based on an AI assessment of evolving valuation within sector-balance constraints.
weight 0.850% → 0.820% (-0.030 pp)·stock up 15.1% in the 30 days before
Jul 3·entry $971.36·now $950.79
-2.12%
since Jul 3
PQUS · Weight increase · 2d
The weight-change pattern for PH in PQUS reveals a stepped, gradual increase, moving from 0.8000% to 0.8400% over several days, with pauses between adjustments rather than daily shifts. This particular cadence aligns with Pictet Asset Management's stated approach for PQUS, an AI-managed US large-cap ETF that rebalances periodically, not daily, and prioritizes measured turnover. The underlying AI ranking system likely identified PH, an Industrials company with a 24.69% ROE and 6.03% revenue growth, as a compelling allocation, even as its price is at 95% of its 52-week high after a 10.1% 30-day return. Considering the fund’s ~165 US large-cap portfolio and its layered sector-balance and concentration rules, the AI system incrementally adjusted PH’s weight, reflecting a positive reassessment of its financial strength despite its recent price appreciation.
weight 0.810% → 0.840% (+0.030 pp)·stock up 13.1% in the 30 days before
Jun 27·entry $963.79·now $950.79Fresh
-1.35%
since Jun 27
PQUS · Weight increase · 2d
Trading at $953.27, Parker Hannifin currently sits at 93% of its 52-week high, having delivered a 7.5% return over the last 30 days despite a 3.9% decline over the past 90 days. This price movement, coupled with the stock's 24.69% ROE and 6.03% revenue growth, prompted PQUS's AI ranking system to adjust its position. Pictet Asset Management's fund, which focuses on US large-cap stocks and rebalances periodically, likely initiated this change. The consecutive increases on June 18th and 19th, elevating PH's weight from 0.78% to 0.80%, demonstrate the AI's response to these specific metrics within its sector-balance and concentration rules for the fund launched in 2025.
weight 0.760% → 0.800% (+0.040 pp)·stock up 11.8% in the 30 days before
Jun 19·entry $962.14·now $950.79Fresh
-1.18%
since Jun 19
PQUS · Weight increase · 2d
weight 0.790% → 0.840% (+0.050 pp)·stock down 2.3% in the 30 days before
Jun 7·entry $883.14·now $950.79Drifting
+7.66%
since Jun 7
PQUS · Sudden change · 1d
weight 0.450% → 0.790% (+0.340 pp)·stock down 0.1% in the 30 days before
Jun 4·entry $872.23·now $950.79
+9.01%
since Jun 4
PQUS · New entry · 1d
The AI ETF likely initiated a position in Parker Hannifin due to its impressive 25.65% Return on Equity (ROE), signaling robust operational efficiency and strong profit generation from shareholder capital. This suggests the AI prioritizes quality and efficient companies, even with somewhat elevated P/E and P/B ratios. For retail investors, this emphasizes the importance of analyzing efficiency metrics like ROE, which can be a primary driver for institutional and algorithmic investment decisions. A high ROE often indicates a financially sound company effectively creating value for shareholders.
weight 0 → 0.150% (new)·stock down 10.6% in the 30 days before
May 10·entry $874.36·now $950.79Drifting
+8.74%
since May 10
QRFT · Weight increase · 2d
weight 0.230% → 0.250% (+0.020 pp)·stock down 2.3% in the 30 days before
Jun 5·entry $882.34·now $950.79Drifting
+7.76%
since Jun 5
QRFT · Weight decrease · 3d
The AI likely initiated the weight decrease due to Parker Hannifin's high valuation (PER 31.11, PBR 6.52) in relation to its modest revenue growth (2.78%). Despite a strong ROE, the AI probably views the stock as overvalued given the insufficient top-line expansion to justify its elevated multiples. For retail investors, this highlights the importance of balancing valuation with growth: a stock with high multiples and low growth, even if profitable, may be deemed a less attractive holding by disciplined AI strategies.
weight 0.270% → 0.240% (-0.030 pp)·stock down 4.4% in the 30 days before
May 4·entry $867.75·now $950.79
+9.57%
since May 4
QRFT · Weight decrease · 2d
The AI ETF likely initiated consecutive weight decreases for Parker Hannifin (PH) due to its high valuation multiples, specifically a PER of 30.76 and PBR of 6.52, which appear stretched given its modest revenue growth of 2.78%. Despite a strong ROE, the algorithm probably flagged the stock as potentially overvalued relative to its growth trajectory. For retail investors, this highlights the importance of scrutinizing whether high valuations are justified by a company's growth prospects, rather than solely relying on strong profitability metrics like ROE.
weight 0.270% → 0.250% (-0.020 pp)·stock down 4.2% in the 30 days before
May 1·entry $882.23·now $950.79
+7.77%
since May 1
-0.38%
since Apr 22
QRFT · Weight increase · 2d
stock down 8.1% in the 30 days before
Apr 2·entry $908.06·now $950.79Drifting
+4.71%
since Apr 2
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 17.1% in the 30 days before
Jul 1·entry $963.81·now $950.79Fresh
-1.35%
since Jul 1
AIEQ · Exit · 1d
Parker-Hannifin currently trades at $844.63, sitting at 83% of its 52-week high, following a recent 14.6% decline over 30 days and 10.6% over 90 days, despite a 24.1% gain over the past year. This sharp, short-term negative price trajectory, coupled with its position below the 52-week high, likely generated adverse sentiment signals for IBM Watson's NLP engine, which continuously ingests news and social posts for AIEQ's daily equity rankings. Operating a broad market, fundamentals-plus-sentiment hybrid style with high turnover, AIEQ's system would have weighted this emergent negative sentiment, potentially finding PH's PER of 30.6 and PBR of 6.52 less attractive in the current climate, even with a 24.69% ROE and 6.03% revenue growth. The subsequent gradual reduction from 1.30% to 1.28% and eventual full removal to 0.00% by May 30 aligns with EquBot's risk overlay converting a depreciated ranking into an active portfolio adjustment.
weight 1.280% → 0 (exited)·stock down 10.9% in the 30 days before
May 30·entry $823.30·now $950.79
+15.49%
since May 30
AIEQ · Weight decrease · 2d
PH's PER of 30.64 and PBR of 6.52, alongside a 24.69% ROE and 6.03% revenue growth, represent its fundamental profile, which AIEQ's hybrid style considers in its daily assessments. Following a substantial 10.9% decline in its 30-day return and currently trading at 83% of its 52-week high, the fund began consistently reducing its allocation to PH on May 27th. This consecutive weight decrease, from 1.3000% to 1.2800%, indicates that IBM Watson NLP's daily ingestion of market information, including social posts and news, likely detected a shift in sentiment or updated fundamental signals that led to a lower ranking for PH within EquBot's framework.
weight 1.300% → 1.280% (-0.020 pp)·stock down 11.4% in the 30 days before
May 28·entry $852.81·now $950.79
+11.49%
since May 28
AIEQ · Weight decrease · 2d
Trading at $862.72, Parker Hannifin has experienced a -5.4% decline over the last 30 days and a -5.0% dip over 90 days, though still holding a 41.2% gain over the past year and sitting at 84% of its 52-week high. This recent price action, alongside PH's PER of 31.26 and PBR of 6.52, likely factored into AIEQ's IBM Watson NLP engine. Watson's continuous analysis of thousands of US equities, ingesting news, filings, and social posts daily, appears to have registered a shift in underlying sentiment or a less attractive fundamental outlook for PH. Consequently, the consecutive decrease in weight, from 1.3700% to 1.3100%, indicates EquBot's risk overlay progressively reducing the stock's position within the fund. Given AIEQ's daily rebalancing and high-turnover strategy, this swift adjustment reflects the AI's dynamic interpretation of new information, even as PH maintains a 24.69% ROE and 6.03% revenue growth.
weight 1.330% → 1.310% (-0.020 pp)·stock down 9.9% in the 30 days before
May 17·entry $858.43·now $950.79
+10.76%
since May 17
AIEQ · Weight decrease · 2d
The AI ETF likely decreased PH's weight due to its high valuation multiples (PER 31.33, PBR 6.52) that appear stretched relative to its modest revenue growth of 2.78%. This suggests the AI's model perceives the stock as potentially overvalued, rebalancing towards assets offering better risk-adjusted returns or anticipating a valuation correction. For retail investors, this serves as a cautionary signal to critically examine high-valuation stocks. It highlights the importance of ensuring a company's price is justified by its fundamentals and future growth prospects, rather than simply holding onto past winners.
weight 1.370% → 1.330% (-0.040 pp)·stock down 10.6% in the 30 days before
May 10·entry $874.36·now $950.79
+8.74%
since May 10
AIEQ · Sudden change · 1d
The AI ETF likely initiated and then increased its position in PH due to the company's exceptional 25.65% Return on Equity, indicating strong profitability and efficient capital management despite modest revenue growth. For retail investors, this suggests AI algorithms prioritize robust fundamental profitability and capital efficiency over traditional valuation multiples or top-line growth alone.
weight 1.040% → 1.360% (+0.320 pp)·stock down 4.2% in the 30 days before
May 3·entry $867.75·now $950.79
+9.57%
since May 3
+4.55%
since Apr 30
AMOM · Exit · 1d
The AI ETF likely divested from PH due to its high valuation multiples, specifically its PER of 31.11 and PBR of 6.52, which are elevated given its modest revenue growth of 2.78% for an industrial company. The gradual reduction in weight suggests a systematic rebalancing by the algorithm, flagging the stock as overvalued relative to its fundamentals or peer group. For retail investors, the practical takeaway is to diligently assess a stock's valuation metrics against its growth prospects and sector, understanding that even quality companies can be deemed overpriced by data-driven funds. This emphasizes a disciplined approach to buying at reasonable valuations, not just strong performance.
weight 1.530% → 0 (exited)·stock down 4.4% in the 30 days before
May 4·entry $867.75·now $950.79
+9.57%
since May 4
AMOM · Weight decrease · 3d
The AI ETF is likely reducing its exposure to PH due to its high valuation multiples (PER 30.76, PBR 6.52) which appear stretched relative to its modest revenue growth (2.78%), despite strong ROE. For retail investors, this emphasizes the importance of scrutinizing a stock's valuation in context with its growth prospects, as high multiples may not be fully justified by current or projected revenue expansion.
weight 1.710% → 1.530% (-0.180 pp)·stock down 4.2% in the 30 days before
May 1·entry $882.23·now $950.79
+7.77%
since May 1
AMOM · Weight decrease · 2d
The AI-managed ETF likely initiated a consecutive weight decrease for PH due to its elevated valuation, characterized by a high PER of 31.48 and PBR of 6.52, juxtaposed with modest revenue growth of only 2.78%. For retail investors, this serves as a reminder to scrutinize valuation multiples in relation to growth prospects, as an AI's divestment can signal a perceived overvaluation or deteriorating fundamentals.
weight 1.710% → 1.580% (-0.130 pp)·stock up 1.6% in the 30 days before
Apr 30·entry $909.42·now $950.79
+4.55%
since Apr 30
-0.38%
since Apr 22
AMOM · Weight increase · 2d
stock up 10.7% in the 30 days before
Apr 20·entry $996.44·now $950.79Fresh
-4.58%
since Apr 20
-4.58%
since Apr 18
-0.65%
since Apr 16
-3.28%
since Apr 9
AMOM · Weight increase · 2d
stock down 8.1% in the 30 days before
Apr 2·entry $908.06·now $950.79Drifting
+4.71%
since Apr 2
AMOM · Accumulation · 3d
stock down 8.4% in the 30 days before
Mar 24·entry $924.58·now $950.79Drifting
+2.83%
since Mar 24
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 21
AI ETFs PQUS and QRFT currently hold Parker Hannifin, with PQUS showing an increasing weight trend, suggesting a positive outlook. This accumulation contrasts with the value-investing framework's 'Fail' verdict, which indicates the current price offers no margin of safety.
- Circle of CompetenceThe industrial components sector, providing essential motion and control technologies across diverse end markets, allows for reasonably stable unit economics and predictable long-term cash flows.
- Economic MoatParker Hannifin likely possesses an economic moat through high switching costs for its integrated and critical components, combined with a strong reputation for reliability in industrial applications.
- ManagementThe provided financial summary does not contain sufficient qualitative information to evaluate management's candor, capital allocation discipline, or personal stake in the company.
- Financial HealthWhile the recent ROE of 24.69% is strong, the absence of a 10-year average ROE, operating margin trends, specific debt metrics, and owner earnings components prevents a complete assessment of financial health.
- Margin of SafetyWith a high PER of 34.54, PBR of 6.52, and EV/EBITDA of 35.15, the current market price of Parker Hannifin does not offer a defensible margin of safety.
Parker Hannifin appears to be a fundamentally strong company, operating within a predictable circle of competence and likely possessing a durable economic moat. However, a comprehensive assessment is hindered by a lack of detailed information regarding management quality and long-term financial health metrics. Crucially, its current valuation metrics suggest the company is trading at an expensive price, failing the margin of safety criterion.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.