AWM
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Accurate Wealth Management’s Parker-Hannifin PH Stock Holding History

Accurate Wealth Management’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 		$2.64M Buy
2,744
+489
+22% +$448K 0.25% 94
2026
Q1 		$2.22M Buy
2,255
+274
+14% +$259K 0.27% 88
2025
Q4 		$1.82M Buy
1,981
+149
+8% +$122K 0.23% 111
2025
Q3 		$1.35M Buy
1,832
+77
+4% +$56.8K 0.18% 133
2025
Q2 		$1.25M Buy
1,755
+75
+4% +$47.4K 0.19% 126
2025
Q1 		$950K Buy
1,680
+223
+15% +$146K 0.18% 120
2024
Q4 		$918K Buy
1,457
+227
+18% +$150K 0.18% 131
2024
Q3 		$785K Buy
1,230
+11
+0.9% +$6.25K 0.16% 139
2024
Q2 		$664K Buy
1,219
+609
+100% +$327K 0.16% 137
2024
Q1 		$326K Sell
610
-8
-1% -$4.07K 0.1% 195
2023
Q4 		$286K Sell
618
-18
-3% -$7.49K 0.09% 204
2023
Q3 		$256K Buy
+636
New +$256K 0.08% 215
2023
Q1 		– Sell
-134
Closed -$41.6K – 1083
2022
Q4 		$41.6K Buy
+134
New +$38.4K 0.02% 496

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Accurate Wealth Management's PH Position: Q2 2026 in Review

Accurate Wealth Management increased its Parker-Hannifin (PH) stake by 22% in Q2 2026, buying an estimated $448K and bringing the position to 2,744 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #94.

Accurate Wealth Management first reported a position in PH in Q4 2022 and has held it in 13 quarters since. 374 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Accurate Wealth Management held 2,744 shares of Parker-Hannifin worth $2.64M as of Q2 2026.
  • Accurate Wealth Management bought 489 Parker-Hannifin shares in Q2 2026, an estimated $448K.
  • Parker-Hannifin made up 0.25% of Accurate Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Accurate Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 13 quarters since.
  • 374 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.