Bogart Wealth LLC’s Parker-Hannifin PH Stock Holding History

Bogart Wealth LLC’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	$6.07M	Buy	6,202 +6,141	+10,067%	+$5.63M	0.21%	98
2026 Q1	$54.6K	Buy	61 +8	+15%	+$7.57K	﹤0.01%	465
2025 Q4	$46.6K	Buy	53 +30	+130%	+$24.6K	﹤0.01%	486
2025 Q3	$17.4K	Buy	23 +4	+21%	+$2.95K	﹤0.01%	700
2025 Q2	$13.3K	Sell	19 -2	-10%	-$1.26K	﹤0.01%	727
2025 Q1	$12.8K	Buy	21 +8	+62%	+$5.23K	﹤0.01%	692
2024 Q4	$8.27K	Buy	+13	New	+$8.61K	﹤0.01%	776
2024 Q3	–	Sell	-6	Closed	-$3.04K	–	1160
2024 Q2	$3.04K	Buy	+6	New	+$3.22K	﹤0.01%	875
2024 Q1	–	Sell	-5	Closed	-$2.3K	–	1102
2023 Q4	$2.3K	Buy	+5	New	+$2.08K	﹤0.01%	878
2022 Q4	–	Sell	-25	Closed	-$6K	–	1161
2022 Q3	$6K	Buy	25 +9	+56%	+$2.44K	﹤0.01%	662
2022 Q2	$4K	Hold	16	–	–	﹤0.01%	689
2022 Q1	$5K	Hold	16	–	–	﹤0.01%	579
2021 Q4	$5K	Hold	16	–	–	﹤0.01%	560
2021 Q3	$4K	Hold	16	–	–	﹤0.01%	568
2021 Q2	$5K	Hold	16	–	–	﹤0.01%	522
2021 Q1	$5K	Buy	+16	New	+$4.62K	﹤0.01%	483

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's PH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Parker-Hannifin (PH) stake by 10,067% in Q2 2026, buying an estimated $5.63M and bringing the position to 6,202 shares worth $6.07M. The position accounts for 0.21% of the portfolio, ranked #98.

Bogart Wealth LLC first reported a position in PH in Q1 2021 and has held it in 16 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Bogart Wealth LLC held 6,202 shares of Parker-Hannifin worth $6.07M as of Q2 2026.
Bogart Wealth LLC bought 6,141 Parker-Hannifin shares in Q2 2026, an estimated $5.63M.
Parker-Hannifin made up 0.21% of Bogart Wealth LLC's portfolio in Q2 2026, its #98 holding.
Bogart Wealth LLC first reported a position in Parker-Hannifin in Q1 2021 and has held it in 16 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.