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Benchmark Investment Advisors’s Parker-Hannifin PH Stock Holding History

Benchmark Investment 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 		$1.03M Sell
1,051
-34
-3% -$31.1K 0.45% 41
2026
Q1 		$971K Buy
+1,085
New +$1.03M 0.56% 41
2025
Q3 		$938K Buy
+1,237
New +$913K 0.54% 39
2025
Q1 		$1.9M Sell
3,122
-234
-7% -$153K 1.23% 23
2024
Q4 		$2.13M Buy
3,356
+138
+4% +$91.4K 1.39% 20
2024
Q3 		$2.03M Buy
3,218
+143
+5% +$81.2K 1.45% 22
2024
Q2 		$1.56M Buy
3,075
+312
+11% +$167K 1.13% 24
2024
Q1 		$1.54M Buy
2,763
+277
+11% +$141K 1.21% 23
2023
Q4 		$1.15M Buy
2,486
+187
+8% +$77.8K 1.06% 30
2023
Q3 		$895K Buy
+2,299
New +$924K 0.9% 36

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

Benchmark Investment Advisors's PH Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its Parker-Hannifin (PH) stake by 3.1% in Q2 2026, selling an estimated $31.1K and leaving 1,051 shares worth $1.03M. The position accounts for 0.45% of the portfolio, ranked #41.

Benchmark Investment Advisors first reported a position in PH in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2024. 1,980 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Benchmark Investment Advisors held 1,051 shares of Parker-Hannifin worth $1.03M as of Q2 2026.
  • Benchmark Investment Advisors sold 34 Parker-Hannifin shares in Q2 2026, an estimated $31.1K.
  • Parker-Hannifin made up 0.45% of Benchmark Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Benchmark Investment Advisors first reported a position in Parker-Hannifin in Q3 2023 and has held it in 10 quarters since.
  • Benchmark Investment Advisors's Parker-Hannifin position peaked at $2.13M in Q4 2024.
  • 1,980 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.