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Baker Tilly Wealth Management’s Parker-Hannifin PH Stock Holding History

Baker Tilly 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 		$206K Sell
211
-24
-10% -$22K 0.04% 278
2026
Q1 		$210K Sell
235
-13
-5% -$12.3K 0.05% 271
2025
Q4 		$218K Buy
+248
New +$203K 0.05% 268
2024
Q2 		– Sell
-686
Closed -$381K – 381
2024
Q1 		$381K Sell
686
-8
-1% -$4.07K 0.07% 312
2023
Q4 		$320K Sell
694
-81
-10% -$33.7K 0.05% 375
2023
Q3 		$302K Sell
775
-1,467
-65% -$590K 0.05% 366
2023
Q2 		$874K Sell
2,242
-190
-8% -$64.3K 0.09% 225
2023
Q1 		$817K Sell
2,432
-8
-0.3% -$2.65K 0.09% 235
2022
Q4 		$710K Buy
2,440
+46
+2% +$13.2K 0.09% 253
2022
Q3 		$580K Sell
2,394
-32
-1% -$8.66K 0.08% 261
2022
Q2 		$597K Sell
2,426
-46
-2% -$12.3K 0.08% 258
2022
Q1 		$701K Sell
2,472
-203
-8% -$61.2K 0.08% 260
2021
Q4 		$851K Buy
2,675
+213
+9% +$65.9K 0.09% 238
2021
Q3 		$688K Sell
2,462
-67
-3% -$19.9K 0.09% 249
2021
Q2 		$777K Buy
2,529
+31
+1% +$9.6K 0.13% 183
2021
Q1 		$788K Buy
+2,498
New +$721K 0.16% 163

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baker Tilly Wealth Management's PH Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Parker-Hannifin (PH) stake by 10% in Q2 2026, selling an estimated $22K and leaving 211 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #278.

Baker Tilly Wealth Management first reported a position in PH in Q1 2021 and has held it in 16 quarters since. The position peaked at $874K in Q2 2023. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Baker Tilly Wealth Management held 211 shares of Parker-Hannifin worth $206K as of Q2 2026.
  • Baker Tilly Wealth Management sold 24 Parker-Hannifin shares in Q2 2026, an estimated $22K.
  • Parker-Hannifin made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Baker Tilly Wealth Management first reported a position in Parker-Hannifin in Q1 2021 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's Parker-Hannifin position peaked at $874K in Q2 2023.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.