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

Concord 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	$311K	Buy	318 +89	+39%	+$81.5K	0.04%	182
2026 Q1	$205K	Buy	+229	New	+$217K	0.03%	203
2023 Q4	–	Sell	-13	Closed	-$5.06K	–	964
2023 Q3	$5.06K	Hold	13	–	–	﹤0.01%	713
2023 Q2	$5.07K	Hold	13	–	–	﹤0.01%	705
2023 Q1	$4.37K	Sell	13 -6	-32%	-$1.99K	﹤0.01%	693
2022 Q4	$5.53K	Buy	+19	New	+$5.44K	﹤0.01%	738
2022 Q3	–	Sell	-17	Closed	-$4K	–	850
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	884
2022 Q1	$5K	Buy	17 +4	+31%	+$1.21K	﹤0.01%	914
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	1003
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	640
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	775
2021 Q1	$4K	Buy	+13	New	+$3.75K	﹤0.01%	725

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

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

Concord Wealth Partners increased its Parker-Hannifin (PH) stake by 39% in Q2 2026, buying an estimated $81.5K and bringing the position to 318 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #182.

Concord Wealth Partners first reported a position in PH in Q1 2021 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Concord Wealth Partners held 318 shares of Parker-Hannifin worth $311K as of Q2 2026.
Concord Wealth Partners bought 89 Parker-Hannifin shares in Q2 2026, an estimated $81.5K.
Parker-Hannifin made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #182 holding.
Concord Wealth Partners first reported a position in Parker-Hannifin in Q1 2021 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.