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

Copia 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 		$7.83K Hold
8
– – ﹤0.01% 368
2026
Q1 		$7.16K Hold
8
– – ﹤0.01% 348
2025
Q4 		$7.03K Sell
8
-7
-47% -$5.73K 0.01% 349
2025
Q3 		$11.4K Hold
15
– – 0.01% 305
2025
Q2 		$10.5K Hold
15
– – 0.01% 281
2025
Q1 		$9.12K Hold
15
– – 0.01% 286
2024
Q4 		$9.54K Buy
+15
New +$9.93K 0.01% 265

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

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

Copia Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 8 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Copia Wealth Management first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q3 2025. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Copia Wealth Management held 8 shares of Parker-Hannifin worth $7.83K as of Q2 2026.
  • Copia Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Copia Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Parker-Hannifin position peaked at $11.4K in Q3 2025.
  • 1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.