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Advisor OS’s Parker-Hannifin PH Stock Holding History

Advisor OS’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 		$835K Buy
854
+55
+7% +$50.4K 0.06% 229
2026
Q1 		$716K Buy
799
+13
+2% +$12.3K 0.05% 233
2025
Q4 		$691K Buy
786
+49
+7% +$40.1K 0.06% 227
2025
Q3 		$559K Sell
737
-180
-20% -$133K 0.05% 244
2025
Q2 		$640K Sell
917
-34
-4% -$21.5K 0.06% 213
2025
Q1 		$578K Buy
951
+87
+10% +$56.9K 0.07% 211
2024
Q4 		$549K Buy
864
+19
+2% +$12.6K 0.06% 209
2024
Q3 		$534K Buy
845
+20
+2% +$11.4K 0.05% 243
2024
Q2 		$417K Sell
825
-54
-6% -$29K 0.05% 257
2024
Q1 		$488K Buy
879
+338
+62% +$172K 0.06% 239
2023
Q4 		$249K Buy
+541
New +$225K 0.03% 286
2021
Q3 		– Sell
-688
Closed -$211K – 228
2021
Q2 		$211K Buy
+688
New +$213K 0.04% 217
2021
Q1 		– Sell
-824
Closed -$224K – 206
2020
Q4 		$224K Buy
+824
New +$204K 0.06% 126

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisor OS's PH Position: Q2 2026 in Review

Advisor OS increased its Parker-Hannifin (PH) stake by 6.9% in Q2 2026, buying an estimated $50.4K and bringing the position to 854 shares worth $835K. The position accounts for 0.06% of the portfolio, ranked #229.

Advisor OS first reported a position in PH in Q4 2020 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Advisor OS held 854 shares of Parker-Hannifin worth $835K as of Q2 2026.
  • Advisor OS bought 55 Parker-Hannifin shares in Q2 2026, an estimated $50.4K.
  • Parker-Hannifin made up 0.06% of Advisor OS's portfolio in Q2 2026, its #229 holding.
  • Advisor OS first reported a position in Parker-Hannifin in Q4 2020 and has held it in 13 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.