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

Avior 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 		$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

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

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. 407 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.
  • 407 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.