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Curated Wealth Partners’s Parker-Hannifin PH Stock Holding History

Curated Wealth Partners’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 		$4.73M Buy
+322,690
New +$296M 0.61% 24
2024
Q4 		– Sell
-1,535
Closed -$970K – 149
2024
Q3 		$970K Sell
1,535
-21
-1% -$11.9K 0.12% 49
2024
Q2 		$787K Buy
+1,556
New +$834K 0.11% 58
2024
Q1 		– Sell
-1,799
Closed -$914K – 235
2023
Q4 		$829K Sell
1,799
-113
-6% -$47K 0.14% 53
2023
Q3 		$745K Sell
1,912
-109
-5% -$43.8K 0.14% 55
2023
Q2 		$788K Sell
2,021
-61
-3% -$20.6K 0.15% 48
2023
Q1 		$700K Sell
2,082
-547
-21% -$181K 0.16% 52
2022
Q4 		$765K Buy
2,629
+30
+1% +$8.59K 0.19% 46
2022
Q3 		$628K Sell
2,599
-60
-2% -$16.2K 0.18% 48
2022
Q2 		$656K Buy
2,659
+833
+46% +$223K 0.19% 48
2022
Q1 		$582K Hold
1,826
– – 0.2% 67
2021
Q4 		$582K Buy
1,826
+22
+1% +$6.8K 0.19% 69
2021
Q3 		$504K Buy
1,804
+7
+0.4% +$2.08K 0.28% 76
2021
Q2 		$552K Buy
1,797
+276
+18% +$85.4K 0.3% 64
2021
Q1 		$480K Buy
1,521
+212
+16% +$61.2K 0.29% 66
2020
Q4 		$357K Buy
+1,309
New +$324K 0.23% 87

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Curated Wealth Partners's PH Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Parker-Hannifin (PH) in Q2 2026: 322,690 shares worth $4.73M. The stake represents 0.61% of the portfolio and ranks #24 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PH as recently as Q3 2024.

Curated Wealth Partners first reported a position in PH in Q4 2020 and has held it in 16 quarters since. 500 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Curated Wealth Partners held 322,690 shares of Parker-Hannifin worth $4.73M as of Q2 2026.
  • Parker-Hannifin was a new Curated Wealth Partners position in Q2 2026.
  • Parker-Hannifin made up 0.61% of Curated Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Curated Wealth Partners first reported a position in Parker-Hannifin in Q4 2020 and has held it in 16 quarters since.
  • 500 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.