CCWM
PH icon

Cassaday & Co Wealth Management’s Parker-Hannifin PH Stock Holding History

Cassaday & Co 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 		$56.7K Hold
58
– – ﹤0.01% 600
2026
Q1 		$51.9K Buy
+58
New +$54.9K ﹤0.01% 600

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

Cassaday & Co Wealth Management's PH Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 58 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Cassaday & Co Wealth Management first reported a position in PH in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cassaday & Co Wealth Management held 58 shares of Parker-Hannifin worth $56.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #600 holding.
  • Cassaday & Co Wealth Management first reported a position in Parker-Hannifin in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.