CPG
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Cornerstone Planning Group’s Parker-Hannifin PH Stock Holding History

Cornerstone Planning Group’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 		$138K Sell
142
-13
-8% -$11.9K 0.02% 202
2026
Q1 		$135K Buy
155
+3
+2% +$2.84K 0.02% 206
2025
Q4 		$139K Sell
152
-7,632
-98% -$6.25M 0.02% 177
2025
Q3 		$646K Buy
7,784
+7,727
+13,556% +$5.7M 0.1% 74
2025
Q2 		$40.8K Sell
57
-34
-37% -$21.5K 0.01% 279
2025
Q1 		$52.9K Buy
91
+49
+117% +$32K 0.01% 227
2024
Q4 		$27.8K Buy
42
+2
+5% +$1.32K 0.01% 261
2024
Q3 		$25K Buy
40
+1
+3% +$568 0.01% 269
2024
Q2 		$19.7K Buy
39
+14
+56% +$7.51K 0.01% 316
2024
Q1 		$13.4K Sell
25
-3
-11% -$1.52K ﹤0.01% 354
2023
Q4 		$12.9K Sell
28
-4
-13% -$1.67K ﹤0.01% 387
2023
Q3 		$12.5K Buy
32
+10
+45% +$4.02K ﹤0.01% 384
2023
Q2 		$8.58K Buy
+22
New +$7.45K ﹤0.01% 727
2022
Q4 		$9.83K Buy
+33
New +$9.45K ﹤0.01% 655

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

Cornerstone Planning Group's PH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Parker-Hannifin (PH) stake by 8.4% in Q2 2026, selling an estimated $11.9K and leaving 142 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #202.

Cornerstone Planning Group first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $646K in Q3 2025. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cornerstone Planning Group held 142 shares of Parker-Hannifin worth $138K as of Q2 2026.
  • Cornerstone Planning Group sold 13 Parker-Hannifin shares in Q2 2026, an estimated $11.9K.
  • Parker-Hannifin made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #202 holding.
  • Cornerstone Planning Group first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Parker-Hannifin position peaked at $646K in Q3 2025.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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