AIM
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Advyzon Investment Management’s Parker-Hannifin PH Stock Holding History

Advyzon Investment 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 		$736K Sell
752
-184
-20% -$169K 0.05% 338
2026
Q1 		$838K Buy
936
+291
+45% +$275K 0.08% 263
2025
Q4 		$567K Buy
+645
New +$528K 0.07% 291

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Advyzon Investment Management's PH Position: Q2 2026 in Review

Advyzon Investment Management reduced its Parker-Hannifin (PH) stake by 20% in Q2 2026, selling an estimated $169K and leaving 752 shares worth $736K. The position accounts for 0.05% of the portfolio, ranked #338.

Advyzon Investment Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. The position peaked at $838K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Advyzon Investment Management held 752 shares of Parker-Hannifin worth $736K as of Q2 2026.
  • Advyzon Investment Management sold 184 Parker-Hannifin shares in Q2 2026, an estimated $169K.
  • Parker-Hannifin made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #338 holding.
  • Advyzon Investment Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Parker-Hannifin position peaked at $838K in Q1 2026.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.