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Bay Harbor Wealth Management’s Parker-Hannifin PH Stock Holding History

Bay Harbor 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 		$133K Buy
136
+6
+5% +$5.5K 0.03% 88
2026
Q1 		$116K Sell
130
-3
-2% -$2.84K 0.03% 80
2025
Q4 		$117K Sell
133
-4
-3% -$3.27K 0.03% 79
2025
Q3 		$104K Sell
137
-23
-14% -$17K 0.03% 84
2025
Q2 		$112K Buy
160
+9
+6% +$5.69K 0.03% 75
2025
Q1 		$91.8K Sell
151
-65
-30% -$42.5K 0.03% 72
2024
Q4 		$137K Buy
216
+9
+4% +$5.96K 0.04% 58
2024
Q3 		$131K Sell
207
-6
-3% -$3.41K 0.04% 54
2024
Q2 		$108K Hold
213
– – 0.04% 59
2024
Q1 		$118K Hold
213
– – 0.04% 58
2023
Q4 		$98.1K Hold
213
– – 0.04% 59
2023
Q3 		$83K Buy
213
+2
+0.9% +$804 0.03% 55
2023
Q2 		$82.3K Sell
211
-16
-7% -$5.41K 0.03% 60
2023
Q1 		$76.3K Sell
227
-2
-0.9% -$662 0.03% 72
2022
Q4 		$67K Buy
229
+2
+0.9% +$572 0.03% 85
2022
Q3 		$55K Sell
227
-28
-11% -$7.58K 0.03% 90
2022
Q2 		$63K Buy
255
+6
+2% +$1.61K 0.03% 88
2022
Q1 		$71K Hold
249
– – 0.03% 93
2021
Q4 		$76K Buy
249
+10
+4% +$3.09K 0.03% 91
2021
Q3 		$67K Sell
239
-1
-0.4% -$298 0.03% 104
2021
Q2 		$74K Buy
240
+2
+0.8% +$619 0.03% 103
2021
Q1 		$75K Sell
238
-22
-8% -$6.35K 0.03% 96
2020
Q4 		$71K Sell
260
-15
-5% -$3.71K 0.03% 125
2020
Q3 		$56K Buy
275
+56
+26% +$11K 0.03% 147
2020
Q2 		$40K Buy
+219
New +$35.3K 0.02% 174

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

Bay Harbor Wealth Management's PH Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Parker-Hannifin (PH) stake by 4.6% in Q2 2026, buying an estimated $5.5K and bringing the position to 136 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #88.

Bay Harbor Wealth Management first reported a position in PH in Q2 2020 and has held it in 25 quarters since. The position peaked at $137K in Q4 2024. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Bay Harbor Wealth Management held 136 shares of Parker-Hannifin worth $133K as of Q2 2026.
  • Bay Harbor Wealth Management bought 6 Parker-Hannifin shares in Q2 2026, an estimated $5.5K.
  • Parker-Hannifin made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Bay Harbor Wealth Management first reported a position in Parker-Hannifin in Q2 2020 and has held it in 25 quarters since.
  • Bay Harbor Wealth Management's Parker-Hannifin position peaked at $137K in Q4 2024.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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