Bullock Wealth Management’s Parker-Hannifin PH Stock Holding History

Bullock 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	$715K	Sell	742 -27	-4%	-$24.7K	0.31%	78
2026 Q1	$708K	Sell	769 -53	-6%	-$50.2K	0.36%	70
2025 Q4	$722K	Buy	822 +59	+8%	+$48.3K	0.35%	66
2025 Q3	$576K	Buy	763 +1	+0.1%	+$738	0.29%	81
2025 Q2	$536K	Buy	762 +8	+1%	+$5.05K	0.28%	85
2025 Q1	$460K	Buy	754 +112	+17%	+$73.2K	0.26%	91
2024 Q4	$408K	Buy	642 +98	+18%	+$64.9K	0.24%	92
2024 Q3	$343K	Buy	544 +61	+13%	+$34.7K	0.21%	103
2024 Q2	$242K	Buy	483 +36	+8%	+$19.3K	0.16%	119
2024 Q1	$246K	Buy	+447	New	+$227K	0.17%	121

Other funds holding PH

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bullock Wealth Management's PH Position: Q2 2026 in Review

Bullock Wealth Management reduced its Parker-Hannifin (PH) stake by 3.5% in Q2 2026, selling an estimated $24.7K and leaving 742 shares worth $715K. The position accounts for 0.31% of the portfolio, ranked #78.

Bullock Wealth Management first reported a position in PH in Q1 2024 and has held it in 10 quarters since. The position peaked at $722K in Q4 2025. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Bullock Wealth Management held 742 shares of Parker-Hannifin worth $715K as of Q2 2026.
Bullock Wealth Management sold 27 Parker-Hannifin shares in Q2 2026, an estimated $24.7K.
Parker-Hannifin made up 0.31% of Bullock Wealth Management's portfolio in Q2 2026, its #78 holding.
Bullock Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Parker-Hannifin position peaked at $722K in Q4 2025.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.