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Aventura Private Wealth’s Parker-Hannifin PH Stock Holding History

Aventura Private Wealth’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 		$316K Buy
323
+78
+32% +$71.5K 0.1% 139
2026
Q1 		$219K Buy
245
+10
+4% +$9.46K 0.08% 146
2025
Q4 		$207K Buy
235
+1
+0.4% +$818 0.07% 150
2025
Q3 		$177K Hold
234
– – 0.07% 165
2025
Q2 		$163K Hold
234
– – 0.07% 157
2025
Q1 		$142K Hold
234
– – 0.07% 162
2024
Q4 		$149K Buy
+234
New +$155K 0.08% 154

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

Aventura Private Wealth's PH Position: Q2 2026 in Review

Aventura Private Wealth increased its Parker-Hannifin (PH) stake by 32% in Q2 2026, buying an estimated $71.5K and bringing the position to 323 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #139.

Aventura Private Wealth first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Aventura Private Wealth held 323 shares of Parker-Hannifin worth $316K as of Q2 2026.
  • Aventura Private Wealth bought 78 Parker-Hannifin shares in Q2 2026, an estimated $71.5K.
  • Parker-Hannifin made up 0.1% of Aventura Private Wealth's portfolio in Q2 2026, its #139 holding.
  • Aventura Private Wealth first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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