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CreativeOne Wealth’s Parker-Hannifin PH Stock Holding History

CreativeOne Wealth’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 		$1.05M Sell
1,069
-131
-11% -$120K 0.02% 568
2026
Q1 		$1.07M Buy
1,200
+38
+3% +$36K 0.02% 549
2025
Q4 		$1.02M Sell
1,162
-82
-7% -$67.1K 0.02% 552
2025
Q3 		$943K Sell
1,244
-142
-10% -$105K 0.02% 569
2025
Q2 		$968K Buy
1,386
+179
+15% +$113K 0.03% 543
2025
Q1 		$734K Buy
1,207
+90
+8% +$58.9K 0.02% 580
2024
Q4 		$711K Buy
1,117
+152
+16% +$101K 0.02% 593
2024
Q3 		$610K Buy
965
+187
+24% +$106K 0.02% 565
2024
Q2 		$394K Buy
778
+162
+26% +$86.9K 0.02% 543
2024
Q1 		$342K Buy
+616
New +$313K 0.01% 681

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

CreativeOne Wealth's PH Position: Q2 2026 in Review

CreativeOne Wealth reduced its Parker-Hannifin (PH) stake by 11% in Q2 2026, selling an estimated $120K and leaving 1,069 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #568.

CreativeOne Wealth first reported a position in PH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2026. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • CreativeOne Wealth held 1,069 shares of Parker-Hannifin worth $1.05M as of Q2 2026.
  • CreativeOne Wealth sold 131 Parker-Hannifin shares in Q2 2026, an estimated $120K.
  • Parker-Hannifin made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #568 holding.
  • CreativeOne Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • CreativeOne Wealth's Parker-Hannifin position peaked at $1.07M in Q1 2026.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.