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

BCS 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	$1.56M	Buy	1,593 +35	+2%	+$32.1K	0.28%	76
2026 Q1	$1.39M	Sell	1,558 -1,562	-50%	-$1.48M	0.28%	78
2025 Q4	$2.74M	Buy	3,120 +1,418	+83%	+$1.16M	0.28%	75
2025 Q3	$1.29M	Sell	1,702 -551	-24%	-$407K	0.29%	72
2025 Q2	$1.57M	Buy	2,253 +154	+7%	+$97.3K	0.34%	66
2025 Q1	$1.28M	Sell	2,099 -122	-5%	-$79.8K	0.33%	69
2024 Q4	$1.41M	Buy	+2,221	New	+$1.47M	0.35%	64
2024 Q2	–	Sell	-1,889	Closed	-$1.05M	–	201
2024 Q1	$1.05M	Hold	1,889	–	–	0.34%	69
2023 Q4	$870K	Hold	1,889	–	–	0.32%	79
2023 Q3	$736K	Buy	+1,889	New	+$759K	0.31%	78

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

BCS Wealth Management increased its Parker-Hannifin (PH) stake by 2.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 1,593 shares worth $1.56M. The position accounts for 0.28% of the portfolio, ranked #76.

BCS Wealth Management first reported a position in PH in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.74M in Q4 2025. 386 funds tracked by Wall St. Rank hold PH as of Q2 2026.

BCS Wealth Management held 1,593 shares of Parker-Hannifin worth $1.56M as of Q2 2026.
BCS Wealth Management bought 35 Parker-Hannifin shares in Q2 2026, an estimated $32.1K.
Parker-Hannifin made up 0.28% of BCS Wealth Management's portfolio in Q2 2026, its #76 holding.
BCS Wealth Management first reported a position in Parker-Hannifin in Q3 2023 and has held it in 10 quarters since.
BCS Wealth Management's Parker-Hannifin position peaked at $2.74M in Q4 2025.
386 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.