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

Baron 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 		$1.73M Sell
1,769
-54
-3% -$49.5K 0.45% 27
2026
Q1 		$1.63M Buy
1,823
+39
+2% +$36.9K 0.49% 23
2025
Q4 		$1.57M Buy
1,784
+185
+12% +$151K 0.48% 23
2025
Q3 		$1.21M Buy
1,599
+64
+4% +$47.2K 0.4% 28
2025
Q2 		$1.07M Buy
1,535
+257
+20% +$162K 0.38% 31
2025
Q1 		$777K Buy
1,278
+218
+21% +$143K 0.34% 39
2024
Q4 		$674K Sell
1,060
-1
-0.1% -$662 0.32% 44
2024
Q3 		$671K Buy
1,061
+195
+23% +$111K 0.32% 44
2024
Q2 		$438K Buy
866
+126
+17% +$67.6K 0.23% 66
2024
Q1 		$411K Sell
740
-3
-0.4% -$1.52K 0.22% 72
2023
Q4 		$342K Buy
743
+7
+1% +$2.91K 0.19% 88
2023
Q3 		$287K Sell
736
-43
-6% -$17.3K 0.18% 96
2023
Q2 		$304K Buy
779
+2
+0.3% +$677 0.19% 92
2023
Q1 		$261K Buy
777
+11
+1% +$3.64K 0.18% 98
2022
Q4 		$223K Buy
+766
New +$219K 0.17% 116

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Baron Wealth Management reduced its Parker-Hannifin (PH) stake by 3% in Q2 2026, selling an estimated $49.5K and leaving 1,769 shares worth $1.73M. The position accounts for 0.45% of the portfolio, ranked #27.

Baron Wealth Management first reported a position in PH in Q4 2022 and has held it in 15 quarters since. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Baron Wealth Management held 1,769 shares of Parker-Hannifin worth $1.73M as of Q2 2026.
  • Baron Wealth Management sold 54 Parker-Hannifin shares in Q2 2026, an estimated $49.5K.
  • Parker-Hannifin made up 0.45% of Baron Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Baron Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
  • 298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.