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Cascade Financial Partners’s Parker-Hannifin PH Stock Holding History

Cascade Financial 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 		$487K Hold
498
– – 0.04% 175
2026
Q1 		$446K Hold
498
– – 0.05% 176
2025
Q4 		$438K Hold
498
– – 0.04% 173
2025
Q3 		$378K Hold
498
– – 0.04% 185
2025
Q2 		$348K Hold
498
– – 0.04% 190
2025
Q1 		$303K Buy
498
+15
+3% +$9.81K 0.04% 195
2024
Q4 		$307K Hold
483
– – 0.04% 184
2024
Q3 		$304K Hold
483
– – 0.04% 180
2024
Q2 		$244K Hold
483
– – 0.03% 201
2024
Q1 		$266K Buy
+483
New +$245K 0.04% 191

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

Cascade Financial Partners's PH Position: Q2 2026 in Review

Cascade Financial Partners held its Parker-Hannifin (PH) position steady in Q2 2026 at 498 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #175.

Cascade Financial Partners first reported a position in PH in Q1 2024 and has held it in 10 quarters since. 1,984 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cascade Financial Partners held 498 shares of Parker-Hannifin worth $487K as of Q2 2026.
  • Cascade Financial Partners left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #175 holding.
  • Cascade Financial Partners first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • 1,984 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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