Carr Financial Group’s Parker-Hannifin PH Stock Holding History

Carr Financial Group’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	$1.11M	Buy	1,140 +1	+0.1%	+$916	0.26%	64
2026 Q1	$1.02M	Buy	1,139 +4	+0.4%	+$3.79K	0.27%	64
2025 Q4	$998K	Sell	1,135 -22	-2%	-$18K	0.27%	66
2025 Q3	$877K	Buy	1,157 +2	+0.2%	+$1.48K	0.24%	71
2025 Q2	$807K	Buy	1,155 +28	+2%	+$17.7K	0.24%	73
2025 Q1	$685K	Sell	1,127 -54	-5%	-$35.3K	0.22%	77
2024 Q4	$751K	Buy	1,181 +2	+0.2%	+$1.32K	0.23%	73
2024 Q3	$745K	Buy	1,179 +3	+0.3%	+$1.7K	0.22%	78
2024 Q2	$595K	Buy	1,176 +3	+0.3%	+$1.61K	0.19%	92
2024 Q1	$652K	Hold	1,173	–	–	0.22%	81
2023 Q4	$540K	Hold	1,173	–	–	0.2%	83
2023 Q3	$471K	Hold	1,173	–	–	0.19%	92
2023 Q2	$458K	Hold	1,173	–	–	0.18%	94
2023 Q1	$394K	Hold	1,173	–	–	0.17%	105
2022 Q4	$341K	Buy	+1,173	New	+$336K	0.18%	111

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

Carr Financial Group's PH Position: Q2 2026 in Review

Carr Financial Group increased its Parker-Hannifin (PH) stake by 0.09% in Q2 2026, buying an estimated $916 and bringing the position to 1,140 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #64.

Carr Financial Group first reported a position in PH in Q4 2022 and has held it in 15 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Carr Financial Group held 1,140 shares of Parker-Hannifin worth $1.11M as of Q2 2026.
Carr Financial Group bought 1 Parker-Hannifin share in Q2 2026, an estimated $916.
Parker-Hannifin made up 0.26% of Carr Financial Group's portfolio in Q2 2026, its #64 holding.
Carr Financial Group first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.