Axxcess Wealth Management’s Parker-Hannifin PH Stock Holding History

Axxcess 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	$1.81M	Buy	+1,852	New	+$1.7M	0.03%	404
2026 Q1	–	Sell	-1,331	Closed	-$1.17M	–	813
2025 Q4	$1.17M	Buy	1,331 +68	+5%	+$55.7K	0.02%	480
2025 Q3	$958K	Buy	1,263 +106	+9%	+$78.2K	0.02%	456
2025 Q2	$808K	Buy	1,157 +339	+41%	+$214K	0.02%	479
2025 Q1	$497K	Buy	818 +121	+17%	+$79.1K	0.01%	557
2024 Q4	$443K	Sell	697 -1	-0.1%	-$662	0.01%	573
2024 Q3	$441K	Buy	+698	New	+$397K	0.01%	579
2024 Q2	–	Sell	-778	Closed	-$432K	–	919
2024 Q1	$432K	Sell	778 -651	-46%	-$331K	0.01%	573
2023 Q4	$658K	Buy	1,429 +445	+45%	+$185K	0.02%	450
2023 Q3	$383K	Hold	984	–	–	0.01%	537
2023 Q2	$384K	Hold	984	–	–	0.03%	402
2023 Q1	$331K	Buy	984 +268	+37%	+$88.8K	0.03%	456
2022 Q4	$208K	Buy	+716	New	+$205K	0.02%	553
2022 Q2	–	Sell	-716	Closed	-$203K	–	625
2022 Q1	$203K	Hold	716	–	–	0.02%	589
2021 Q4	$228K	Buy	+716	New	+$221K	0.02%	559

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

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

Axxcess Wealth Management opened a new position in Parker-Hannifin (PH) in Q2 2026: 1,852 shares worth $1.81M. The stake represents 0.03% of the portfolio and ranks #404 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PH as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PH in Q4 2021 and has held it in 15 quarters since. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Axxcess Wealth Management held 1,852 shares of Parker-Hannifin worth $1.81M as of Q2 2026.
Parker-Hannifin was a new Axxcess Wealth Management position in Q2 2026.
Parker-Hannifin made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #404 holding.
Axxcess Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 15 quarters since.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.