Avidian Wealth Enterprises’s Parker-Hannifin PH Stock Holding History

Avidian Wealth Enterprises’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	$636K	Buy	651 +20	+3%	+$18.3K	0.02%	422
2026 Q1	$565K	Buy	631 +157	+33%	+$149K	0.02%	409
2025 Q4	$417K	Buy	474 +37	+8%	+$30.3K	0.02%	413
2025 Q3	$332K	Buy	437 +85	+24%	+$62.7K	0.01%	449
2025 Q2	$246K	Buy	+352	New	+$222K	0.01%	479
2025 Q1	–	Sell	-366	Closed	-$233K	–	541
2024 Q4	$233K	Buy	+366	New	+$242K	0.01%	454
2019 Q2	–	Sell	-3,928	Closed	-$674K	–	159
2019 Q1	$674K	Buy	+3,928	New	+$651K	0.15%	52
2018 Q4	–	Sell	-4,148	Closed	-$763K	–	115
2018 Q3	$763K	Buy	+4,148	New	+$713K	0.24%	41

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's PH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Parker-Hannifin (PH) stake by 3.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 651 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #422.

Avidian Wealth Enterprises first reported a position in PH in Q3 2018 and has held it in 8 quarters since. The position peaked at $763K in Q3 2018. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Avidian Wealth Enterprises held 651 shares of Parker-Hannifin worth $636K as of Q2 2026.
Avidian Wealth Enterprises bought 20 Parker-Hannifin shares in Q2 2026, an estimated $18.3K.
Parker-Hannifin made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #422 holding.
Avidian Wealth Enterprises first reported a position in Parker-Hannifin in Q3 2018 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Parker-Hannifin position peaked at $763K in Q3 2018.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.