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

AE 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 		$9.67M Buy
9,881
+258
+3% +$236K 0.05% 313
2026
Q1 		$8.61M Buy
9,623
+187
+2% +$177K 0.05% 314
2025
Q4 		$8.29M Sell
9,436
-2,994
-24% -$2.45M 0.05% 314
2025
Q3 		$9.42M Buy
12,430
+707
+6% +$522K 0.06% 278
2025
Q2 		$8.19M Buy
11,723
+840
+8% +$531K 0.06% 286
2025
Q1 		$6.61M Sell
10,883
-207
-2% -$135K 0.06% 295
2024
Q4 		$7.05M Buy
11,090
+209
+2% +$138K 0.06% 280
2024
Q3 		$6.87M Buy
10,881
+7,994
+277% +$4.54M 0.06% 283
2024
Q2 		$1.46M Sell
2,887
-3,598
-55% -$1.93M 0.01% 605
2024
Q1 		$3.6M Sell
6,485
-12,146
-65% -$6.17M 0.04% 366
2023
Q4 		$8.79M Buy
18,631
+10,188
+121% +$4.24M 0.04% 426
2023
Q3 		$3.29M Sell
8,443
-2,086
-20% -$838K 0.02% 677
2023
Q2 		$4.11M Sell
10,529
-347
-3% -$117K 0.02% 600
2023
Q1 		$3.66M Hold
10,876
– – 0.02% 596
2022
Q4 		$3.17M Buy
10,876
+2,273
+26% +$651K 0.02% 600
2022
Q3 		$2.08M Sell
8,603
-2,228
-21% -$603K 0.02% 687
2022
Q2 		$2.67M Sell
10,831
-55
-0.5% -$14.7K 0.02% 574
2022
Q1 		$3.09M Buy
10,886
+1,472
+16% +$444K 0.02% 581
2021
Q4 		$3M Sell
9,414
-250
-3% -$77.3K 0.02% 565
2021
Q3 		$2.7M Sell
9,664
-4,496
-32% -$1.34M 0.02% 546
2021
Q2 		$4.35M Buy
14,160
+1,142
+9% +$354K 0.04% 409
2021
Q1 		$4.11M Sell
13,018
-1,604
-11% -$463K 0.04% 360
2020
Q4 		$3.98M Buy
14,622
+3,859
+36% +$956K 0.05% 311
2020
Q3 		$2.18M Sell
10,763
-780
-7% -$153K 0.03% 400
2020
Q2 		$2.12M Buy
11,543
+3,928
+52% +$634K 0.03% 392
2020
Q1 		$988K Sell
7,615
-1,013
-12% -$183K 0.02% 491
2019
Q4 		$1.78M Buy
8,628
+467
+6% +$90.5K 0.04% 371
2019
Q3 		$1.47M Sell
8,161
-301
-4% -$51.2K 0.04% 342
2019
Q2 		$1.44M Buy
+8,462
New +$1.46M 0.04% 311

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

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

AE Wealth Management increased its Parker-Hannifin (PH) stake by 2.7% in Q2 2026, buying an estimated $236K and bringing the position to 9,881 shares worth $9.67M. The position accounts for 0.05% of the portfolio, ranked #313.

AE Wealth Management first reported a position in PH in Q2 2019 and has held it in 29 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • AE Wealth Management held 9,881 shares of Parker-Hannifin worth $9.67M as of Q2 2026.
  • AE Wealth Management bought 258 Parker-Hannifin shares in Q2 2026, an estimated $236K.
  • Parker-Hannifin made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #313 holding.
  • AE Wealth Management first reported a position in Parker-Hannifin in Q2 2019 and has held it in 29 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.