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

Arista 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 		$331K Buy
338
+2
+0.6% +$1.83K 0.04% 214
2026
Q1 		$301K Buy
336
+23
+7% +$21.8K 0.04% 211
2025
Q4 		$275K Sell
313
-3
-0.9% -$2.46K 0.03% 214
2025
Q3 		$240K Sell
316
-69
-18% -$50.9K 0.03% 230
2025
Q2 		$269K Buy
+385
New +$243K 0.04% 194

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

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

Arista Wealth Management increased its Parker-Hannifin (PH) stake by 0.6% in Q2 2026, buying an estimated $1.83K and bringing the position to 338 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #214.

Arista Wealth Management first reported a position in PH in Q2 2025 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Arista Wealth Management held 338 shares of Parker-Hannifin worth $331K as of Q2 2026.
  • Arista Wealth Management bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
  • Parker-Hannifin made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Arista Wealth Management first reported a position in Parker-Hannifin in Q2 2025 and has held it in 5 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.