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Beaird Harris Wealth Management’s Parker-Hannifin PH Stock Holding History

Beaird Harris 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 		$5.87K Hold
6
– – ﹤0.01% 430
2026
Q1 		$5.37K Hold
6
– – ﹤0.01% 405
2025
Q4 		$5.27K Sell
6
-2
-25% -$1.64K ﹤0.01% 434
2025
Q3 		$6.07K Buy
8
+3
+60% +$2.21K ﹤0.01% 411
2025
Q2 		$3.49K Buy
+5
New +$3.16K ﹤0.01% 448
2023
Q1 		– Sell
-17
Closed -$4.95K – 677
2022
Q4 		$4.95K Buy
+17
New +$4.87K ﹤0.01% 414

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

Beaird Harris Wealth Management's PH Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 6 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Beaird Harris Wealth Management first reported a position in PH in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.07K in Q3 2025. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Beaird Harris Wealth Management held 6 shares of Parker-Hannifin worth $5.87K as of Q2 2026.
  • Beaird Harris Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Beaird Harris Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Parker-Hannifin position peaked at $6.07K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.