Center for Financial Planning’s Parker-Hannifin PH Stock Holding History

Center for Financial Planning’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	$124K	Hold	127	–	–	0.01%	218
2026 Q1	$114K	Buy	127 +81	+176%	+$76.7K	0.01%	216
2025 Q4	$40.4K	Hold	46	–	–	﹤0.01%	320
2025 Q3	$34.9K	Hold	46	–	–	﹤0.01%	353
2025 Q2	$32.1K	Hold	46	–	–	﹤0.01%	341
2025 Q1	$28K	Hold	46	–	–	﹤0.01%	354
2024 Q4	$29.3K	Hold	46	–	–	﹤0.01%	315
2024 Q3	$29.1K	Hold	46	–	–	﹤0.01%	305
2024 Q2	$23.3K	Hold	46	–	–	﹤0.01%	309
2024 Q1	$25.6K	Hold	46	–	–	﹤0.01%	303
2023 Q4	$21.2K	Hold	46	–	–	﹤0.01%	306
2023 Q3	$17.9K	Hold	46	–	–	﹤0.01%	308
2023 Q2	$17.9K	Hold	46	–	–	﹤0.01%	324
2023 Q1	$15.5K	Hold	46	–	–	﹤0.01%	311
2022 Q4	$13.4K	Hold	46	–	–	﹤0.01%	324
2022 Q3	$11K	Hold	46	–	–	﹤0.01%	351
2022 Q2	$11K	Hold	46	–	–	﹤0.01%	350
2022 Q1	$13K	Hold	46	–	–	﹤0.01%	349
2021 Q4	$15K	Hold	46	–	–	﹤0.01%	341
2021 Q3	$13K	Hold	46	–	–	﹤0.01%	340
2021 Q2	$14K	Hold	46	–	–	﹤0.01%	337
2021 Q1	$15K	Hold	46	–	–	﹤0.01%	338
2020 Q4	$13K	Hold	46	–	–	﹤0.01%	323
2020 Q3	$9K	Hold	46	–	–	﹤0.01%	319
2020 Q2	$8K	Hold	46	–	–	﹤0.01%	330
2020 Q1	$6K	Hold	46	–	–	﹤0.01%	393
2019 Q4	$9K	Buy	+46	New	+$8.91K	﹤0.01%	321

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Center for Financial Planning's PH Position: Q2 2026 in Review

Center for Financial Planning held its Parker-Hannifin (PH) position steady in Q2 2026 at 127 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #218.

Center for Financial Planning first reported a position in PH in Q4 2019 and has held it in 27 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Center for Financial Planning held 127 shares of Parker-Hannifin worth $124K as of Q2 2026.
Center for Financial Planning left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #218 holding.
Center for Financial Planning first reported a position in Parker-Hannifin in Q4 2019 and has held it in 27 quarters since.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.