Connecticut Wealth Management’s Parker-Hannifin PH Stock Holding History

Connecticut 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	$1.34M	Sell	1,365 -62	-4%	-$56.8K	0.05%	133
2026 Q1	$1.28M	Buy	1,427 +62	+5%	+$58.7K	0.05%	131
2025 Q4	$1.2M	Hold	1,365	–	–	0.05%	144
2025 Q3	$1.03M	Sell	1,365 -14	-1%	-$10.3K	0.05%	154
2025 Q2	$963K	Hold	1,379	–	–	0.05%	153
2025 Q1	$838K	Sell	1,379 -31	-2%	-$20.3K	0.04%	163
2024 Q4	$897K	Buy	1,410 +13	+0.9%	+$8.61K	0.04%	139
2024 Q3	$883K	Sell	1,397 -11	-0.8%	-$6.25K	0.04%	164
2024 Q2	$712K	Sell	1,408 -992	-41%	-$532K	0.04%	187
2024 Q1	$1.33M	Sell	2,400 -37	-2%	-$18.8K	0.07%	117
2023 Q4	$1.12M	Buy	+2,437	New	+$1.01M	0.06%	134

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

Connecticut Wealth Management's PH Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Parker-Hannifin (PH) stake by 4.3% in Q2 2026, selling an estimated $56.8K and leaving 1,365 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #133.

Connecticut Wealth Management first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Connecticut Wealth Management held 1,365 shares of Parker-Hannifin worth $1.34M as of Q2 2026.
Connecticut Wealth Management sold 62 Parker-Hannifin shares in Q2 2026, an estimated $56.8K.
Parker-Hannifin made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #133 holding.
Connecticut Wealth Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.