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Burling Wealth Partners’s Parker-Hannifin PH Stock Holding History

Burling Wealth Partners’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 		$1.96M Sell
2,007
-8
-0.4% -$7.33K 0.29% 73
2026
Q1 		$1.8M Sell
2,015
-48
-2% -$45.4K 0.29% 79
2025
Q4 		$1.81M Sell
2,063
-40
-2% -$32.7K 0.28% 75
2025
Q3 		$1.59M Sell
2,103
-104
-5% -$76.7K 0.26% 76
2025
Q2 		$1.54M Sell
2,207
-53
-2% -$33.5K 0.28% 78
2025
Q1 		$1.37M Sell
2,260
-1,240
-35% -$811K 0.29% 81
2024
Q4 		$2.23M Buy
+3,500
New +$2.32M 0.45% 61

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Burling Wealth Partners's PH Position: Q2 2026 in Review

Burling Wealth Partners reduced its Parker-Hannifin (PH) stake by 0.4% in Q2 2026, selling an estimated $7.33K and leaving 2,007 shares worth $1.96M. The position accounts for 0.29% of the portfolio, ranked #73.

Burling Wealth Partners first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2024. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Burling Wealth Partners held 2,007 shares of Parker-Hannifin worth $1.96M as of Q2 2026.
  • Burling Wealth Partners sold 8 Parker-Hannifin shares in Q2 2026, an estimated $7.33K.
  • Parker-Hannifin made up 0.29% of Burling Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Burling Wealth Partners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Parker-Hannifin position peaked at $2.23M in Q4 2024.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.