CWG
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Crown Wealth Group’s Parker-Hannifin PH Stock Holding History

Crown Wealth 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 		$276K Buy
282
+6
+2% +$5.5K 0.07% 117
2026
Q1 		$247K Sell
276
-2
-0.7% -$1.89K 0.07% 121
2025
Q4 		$244K Buy
+278
New +$228K 0.07% 117

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crown Wealth Group's PH Position: Q2 2026 in Review

Crown Wealth Group increased its Parker-Hannifin (PH) stake by 2.2% in Q2 2026, buying an estimated $5.5K and bringing the position to 282 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #117.

Crown Wealth Group first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Crown Wealth Group held 282 shares of Parker-Hannifin worth $276K as of Q2 2026.
  • Crown Wealth Group bought 6 Parker-Hannifin shares in Q2 2026, an estimated $5.5K.
  • Parker-Hannifin made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #117 holding.
  • Crown Wealth Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.