Cornerstone Advisory’s Parker-Hannifin PH Stock Holding History

Cornerstone Advisory’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	$275K	Sell	281 -31	-10%	-$28.4K	0.02%	230
2026 Q1	$279K	Sell	312 -10	-3%	-$9.46K	0.03%	220
2025 Q4	$283K	Buy	322 +7	+2%	+$5.73K	0.03%	209
2025 Q3	$239K	Buy	315 +10	+3%	+$7.38K	0.02%	216
2025 Q2	$213K	Buy	+305	New	+$193K	0.02%	229
2022 Q1	–	Sell	-35	Closed	-$11K	–	628
2021 Q4	$11K	Buy	+35	New	+$10.8K	﹤0.01%	596

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

Cornerstone Advisory's PH Position: Q2 2026 in Review

Cornerstone Advisory reduced its Parker-Hannifin (PH) stake by 9.9% in Q2 2026, selling an estimated $28.4K and leaving 281 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #230.

Cornerstone Advisory first reported a position in PH in Q4 2021 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Cornerstone Advisory held 281 shares of Parker-Hannifin worth $275K as of Q2 2026.
Cornerstone Advisory sold 31 Parker-Hannifin shares in Q2 2026, an estimated $28.4K.
Parker-Hannifin made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #230 holding.
Cornerstone Advisory first reported a position in Parker-Hannifin in Q4 2021 and has held it in 6 quarters since.
Cornerstone Advisory's Parker-Hannifin position peaked at $283K in Q4 2025.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.