Avior Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $799K | Sell |
817
-46
| -5% | -$42.1K | 0.02% | 413 |
|
|
2026
Q1 | $773K | Buy |
863
+23
| +3% | +$21.8K | 0.02% | 419 |
|
|
2025
Q4 | $738K | Buy |
840
+1
| +0.1% | +$818 | 0.02% | 370 |
|
|
2025
Q3 | $636K | Buy |
839
+7
| +0.8% | +$5.17K | 0.02% | 394 |
|
|
2025
Q2 | $581K | Buy |
832
+278
| +50% | +$176K | 0.02% | 397 |
|
|
2025
Q1 | $337K | Sell |
554
-447
| -45% | -$292K | 0.01% | 521 |
|
|
2024
Q4 | $637K | Sell |
1,001
-127
| -11% | -$84.1K | 0.02% | 381 |
|
|
2024
Q3 | $713K | Sell |
1,128
-3
| -0.3% | -$1.7K | 0.03% | 363 |
|
|
2024
Q2 | $573K | Sell |
1,131
-579
| -34% | -$310K | 0.02% | 398 |
|
|
2024
Q1 | $950K | Buy |
1,710
+958
| +127% | +$487K | 0.04% | 298 |
|
|
2023
Q4 | $346K | Hold |
752
| – | – | 0.02% | 418 |
|
|
2023
Q3 | $293K | Buy |
752
+21
| +3% | +$8.44K | 0.02% | 446 |
|
|
2023
Q2 | $285K | Sell |
731
-154
| -17% | -$52.1K | 0.02% | 452 |
|
|
2023
Q1 | $297K | Sell |
885
-108
| -11% | -$35.8K | 0.02% | 451 |
|
|
2022
Q4 | $289K | Hold |
993
| – | – | 0.02% | 409 |
|
|
2022
Q3 | $240K | Hold |
993
| – | – | 0.02% | 425 |
|
|
2022
Q2 | $244K | Hold |
993
| – | – | 0.02% | 391 |
|
|
2022
Q1 | $281K | Hold |
993
| – | – | 0.02% | 392 |
|
|
2021
Q4 | $315K | Buy |
993
+189
| +24% | +$58.5K | 0.03% | 386 |
|
|
2021
Q3 | $224K | Sell |
804
-48
| -6% | -$14.3K | 0.02% | 408 |
|
|
2021
Q2 | $261K | Hold |
852
| – | – | 0.03% | 383 |
|
|
2021
Q1 | $268K | Sell |
852
-42
| -5% | -$12.1K | 0.03% | 375 |
|
|
2020
Q4 | $243K | Buy |
894
+42
| +5% | +$10.4K | 0.03% | 361 |
|
|
2020
Q3 | $172K | Sell |
852
-199
| -19% | -$39.1K | 0.02% | 385 |
|
|
2020
Q2 | $192K | Buy |
1,051
+1,046
| +20,920% | +$169K | 0.03% | 383 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 844 |
|
|
2019
Q2 | $1K | Sell |
5
-102
| -95% | -$17.6K | ﹤0.01% | 803 |
|
|
2019
Q1 | $18K | Buy |
+107
| New | +$17.7K | ﹤0.01% | 497 |
|
|
2018
Q2 | – | Sell |
-1,370
| Closed | -$234K | – | 839 |
|
|
2018
Q1 | $234K | Sell |
1,370
-390
| -22% | -$73.9K | 0.05% | 280 |
|
|
2017
Q4 | $351K | Buy |
+1,760
| New | +$327K | 0.08% | 217 |
|
Other funds holding PH
Avior Wealth Management's PH Position: Q2 2026 in Review
Avior Wealth Management reduced its Parker-Hannifin (PH) stake by 5.3% in Q2 2026, selling an estimated $42.1K and leaving 817 shares worth $799K. The position accounts for 0.02% of the portfolio, ranked #413.
Avior Wealth Management first reported a position in PH in Q4 2017 and has held it in 32 quarters since. The position peaked at $950K in Q1 2024. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.
- Avior Wealth Management held 817 shares of Parker-Hannifin worth $799K as of Q2 2026.
- Avior Wealth Management sold 46 Parker-Hannifin shares in Q2 2026, an estimated $42.1K.
- Parker-Hannifin made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #413 holding.
- Avior Wealth Management first reported a position in Parker-Hannifin in Q4 2017 and has held it in 32 quarters since.
- Avior Wealth Management's Parker-Hannifin position peaked at $950K in Q1 2024.
- 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.