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Beacon Pointe Advisors’s Parker-Hannifin PH Stock Holding History

Beacon Pointe Advisors’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 		$19.3M Sell
19,767
-1,613
-8% -$1.48M 0.09% 212
2026
Q1 		$19.1M Buy
21,380
+3,017
+16% +$2.86M 0.1% 193
2025
Q4 		$16.1M Buy
18,363
+554
+3% +$453K 0.11% 181
2025
Q3 		$13.5M Buy
17,809
+1,109
+7% +$818K 0.11% 178
2025
Q2 		$11.7M Buy
16,700
+594
+4% +$375K 0.12% 159
2025
Q1 		$9.79M Buy
16,106
+235
+1% +$154K 0.11% 174
2024
Q4 		$10.1M Sell
15,871
-1,462
-8% -$968K 0.11% 169
2024
Q3 		$11M Buy
17,333
+75
+0.4% +$42.6K 0.13% 156
2024
Q2 		$8.73M Sell
17,258
-1,524
-8% -$817K 0.1% 180
2024
Q1 		$10.4M Sell
18,782
-3,628
-16% -$1.84M 0.12% 171
2023
Q4 		$10.3M Buy
22,410
+5,415
+32% +$2.25M 0.12% 165
2023
Q3 		$6.62M Buy
16,995
+13,346
+366% +$5.36M 0.08% 219
2023
Q2 		$1.42M Sell
3,649
-1,022
-22% -$346K 0.02% 441
2023
Q1 		$1.57M Buy
4,671
+1,857
+66% +$615K 0.03% 445
2022
Q4 		$819K Sell
2,814
-348
-11% -$99.6K 0.02% 553
2022
Q3 		$769K Sell
3,162
-3
-0.1% -$812 0.02% 525
2022
Q2 		$777K Sell
3,165
-8,372
-73% -$2.24M 0.02% 534
2022
Q1 		$3.27M Buy
11,537
+9,903
+606% +$2.99M 0.04% 337
2021
Q4 		$520K Sell
1,634
-116
-7% -$35.9K 0.01% 560
2021
Q3 		$489K Sell
1,750
-328
-16% -$97.6K 0.01% 547
2021
Q2 		$638K Buy
2,078
+1,223
+143% +$379K 0.02% 424
2021
Q1 		$268K Buy
+855
New +$247K 0.02% 414

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

Beacon Pointe Advisors's PH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Parker-Hannifin (PH) stake by 7.5% in Q2 2026, selling an estimated $1.48M and leaving 19,767 shares worth $19.3M. The position accounts for 0.09% of the portfolio, ranked #212.

Beacon Pointe Advisors first reported a position in PH in Q1 2021 and has held it in 22 quarters since. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Beacon Pointe Advisors held 19,767 shares of Parker-Hannifin worth $19.3M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,613 Parker-Hannifin shares in Q2 2026, an estimated $1.48M.
  • Parker-Hannifin made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #212 holding.
  • Beacon Pointe Advisors first reported a position in Parker-Hannifin in Q1 2021 and has held it in 22 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.