BGAI
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Bruce G. Allen Investments’s Parker-Hannifin PH Stock Holding History

Bruce G. Allen Investments’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 		$130K Sell
133
-19
-13% -$17.4K 0.08% 123
2026
Q1 		$136K Sell
152
-15
-9% -$14.2K 0.09% 117
2025
Q4 		$147K Sell
167
-42
-20% -$34.4K 0.1% 112
2025
Q3 		$158K Sell
209
-15
-7% -$11.1K 0.11% 96
2025
Q2 		$156K Buy
224
+7
+3% +$4.42K 0.12% 97
2025
Q1 		$132K Sell
217
-8
-4% -$5.23K 0.1% 115
2024
Q4 		$143K Sell
225
-16
-7% -$10.6K 0.12% 106
2024
Q3 		$152K Buy
241
+5
+2% +$2.84K 0.12% 109
2024
Q2 		$119K Sell
236
-14
-6% -$7.51K 0.1% 128
2024
Q1 		$139K Sell
250
-19
-7% -$9.65K 0.11% 112
2023
Q4 		$124K Buy
+269
New +$112K 0.11% 118

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

Bruce G. Allen Investments's PH Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Parker-Hannifin (PH) stake by 13% in Q2 2026, selling an estimated $17.4K and leaving 133 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #123.

Bruce G. Allen Investments first reported a position in PH in Q4 2023 and has held it in 11 quarters since. The position peaked at $158K in Q3 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Bruce G. Allen Investments held 133 shares of Parker-Hannifin worth $130K as of Q2 2026.
  • Bruce G. Allen Investments sold 19 Parker-Hannifin shares in Q2 2026, an estimated $17.4K.
  • Parker-Hannifin made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #123 holding.
  • Bruce G. Allen Investments first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Parker-Hannifin position peaked at $158K in Q3 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.