Confluence Wealth Services’s Parker-Hannifin PH Stock Holding History

Confluence Wealth Services’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	$1.8M	Buy	1,840 +778	+73%	+$713K	0.05%	168
2026 Q1	$951K	Buy	1,062 +172	+19%	+$163K	0.04%	197
2025 Q4	$782K	Buy	890 +245	+38%	+$201K	0.03%	214
2025 Q3	$489K	Sell	645 -29	-4%	-$21.4K	0.02%	247
2025 Q2	$471K	Hold	674	–	–	0.03%	253
2025 Q1	$391K	Buy	+674	New	+$441K	0.02%	262
2022 Q1	–	Sell	-186	Closed	-$59K	–	898
2021 Q4	$59K	Buy	+186	New	+$57.5K	0.02%	435

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

Confluence Wealth Services's PH Position: Q2 2026 in Review

Confluence Wealth Services increased its Parker-Hannifin (PH) stake by 73% in Q2 2026, buying an estimated $713K and bringing the position to 1,840 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #168.

Confluence Wealth Services first reported a position in PH in Q4 2021 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Confluence Wealth Services held 1,840 shares of Parker-Hannifin worth $1.8M as of Q2 2026.
Confluence Wealth Services bought 778 Parker-Hannifin shares in Q2 2026, an estimated $713K.
Parker-Hannifin made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #168 holding.
Confluence Wealth Services first reported a position in Parker-Hannifin in Q4 2021 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.